Remote Benefits Concierge - Warm Leads, Coaching & Growth

Aogarciaagency; Saint Paul (MN); Remote; USD 45,000 - 75,000; Full time

Job summary

Aogarciaagency is seeking a remote financial-services professional to engage warm leads and guide clients through conversations as they ramp up. The role emphasizes structured days and coaching support, with no office required.

The position offers a remote work model focused on high-touch communication, rapid learning, and a respectful approach to clients, with a pipeline built on warm leads and timely follow-up.

Qualifications

• On-time follow-up is essential for customer engagement.
• Clean video presence supports professional remote interactions.
• Fast learning on tools enables quick ramp-up.
• Respect for the client is foundational to service quality.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for client

Job description

Aogarciaagency is seeking a remote financial-services professional to engage warm leads and guide clients through conversations as they ramp up. The role emphasizes structured days and coaching support, with no office required.

The position offers a remote work model focused on high-touch communication, rapid learning, and a respectful approach to clients, with a pipeline built on warm leads and timely follow-up.