Remote Benefits Education Specialist - Warm Leads

Aogarciaagency; Tulsa (OK); Remote; USD 50,000 - 70,000; Full time

Job summary

Aogarciaagency is seeking a remote financial-services professional to engage warm leads and guide them through structured conversations. You’ll ramp with coaching and build trust with clients, all from a home base with no office requirement.

In this role, you’ll follow up promptly, maintain a strong video presence, learn tools quickly, and contribute to a pipeline that rewards high performers with leadership opportunities.

Qualifications

• Must engage warm leads and manage follow-up with punctuality.
• Demonstrate professional video presence in virtual conversations.
• Able to learn new tools quickly while ramping coaching support.
• Respect for clients and a client-first communication style.

Responsibilities

• Conduct structured, remote conversations with warm leads.
• Provide coaching and ramp support while getting up to speed.
• Maintain timely follow-ups to protect the sales pipeline.
• Collaborate with team to ensure client needs are met.

Skills

Warm lead engagement

Remote work readiness

Professional video presence

Fast learning on tools

Job description

Aogarciaagency is seeking a remote financial-services professional to engage warm leads and guide them through structured conversations. You’ll ramp with coaching and build trust with clients, all from a home base with no office requirement.

In this role, you’ll follow up promptly, maintain a strong video presence, learn tools quickly, and contribute to a pipeline that rewards high performers with leadership opportunities.