Remote Benefits Consultant: Warm Leads, Structured Days

Aogarciaagency; Santa Fe (NM); Remote; USD 70,000 - 100,000; Full time

Job summary

Aogarciaagency is seeking a remote financial-services professional to engage with warm leads and guide them toward solutions. The role offers structured days, coaching during ramp-up, and a focus on timely follow-up without requiring an office presence.

You will excel at clear communication, maintain professional video presence, and quickly learn new tools to support clients. This fully remote position supports families by protecting income and future, with room for growth into leadership for

Qualifications

• Excellent communication and client-facing skills.
• Ability to follow up promptly and maintain professional video presence.
• Willingness to learn new tools and processes.

Responsibilities

• Conduct warm-lead conversations with prospects.
• Provide coaching while ramping.
• Maintain structured daily workflow for remote financial services.
• Ensure timely follow-up with clients.

Skills

Communication

Video presence

Learning agility

Respect for client

Job description

Aogarciaagency is seeking a remote financial-services professional to engage with warm leads and guide them toward solutions. The role offers structured days, coaching during ramp-up, and a focus on timely follow-up without requiring an office presence.

You will excel at clear communication, maintain professional video presence, and quickly learn new tools to support clients. This fully remote position supports families by protecting income and future, with room for growth into leadership for