Remote Benefits Advocate - Entry Level with Warm Leads

AO Garcia Agency; Castle Rock (CO); Remote; USD 70,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and guide clients through initial conversations. The role emphasizes structured days, coaching during ramp, and no office required.

Expect to work with a steady pipeline of leads, follow up promptly, and maintain a respectful, client-focused approach. High performers have opportunities for leadership tracks within a remote, base-enabled environment.

Qualifications

• Experience in financial services sales preferred.
• Ability to learn tools quickly.

Responsibilities

• Conduct warm-lead conversations with prospects.
• Provide coaching as you ramp up.
• Maintain on-time follow-up and client respect.

Skills

Warm leads

Coaching

Structured days

Remote work

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and guide clients through initial conversations. The role emphasizes structured days, coaching during ramp, and no office required.

Expect to work with a steady pipeline of leads, follow up promptly, and maintain a respectful, client-focused approach. High performers have opportunities for leadership tracks within a remote, base-enabled environment.