Remote Benefits Guidance Specialist

AO Garcia Agency; Oregon; Hybrid; USD 36,000 - 60,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from experienced team

Leadership path

Job summary

AO Garcia Agency is seeking motivated individuals for a remote role handling warm leads and guiding clients through financial-protection options. You will be trained, coached, and measured on activity and results.

Responsibilities include taking requested conversations, explaining benefits simply, and helping clients enroll when it fits. Maintain a clean follow-up rhythm, with interviews conducted over Zoom and a written process to follow. A leadership path awaits top performers.

Qualifications

• Must be able to work remotely and manage own schedule.
• Comfortable talking to clients and explaining options clearly.
• Self-motivated with a track record of coachable performance.

Responsibilities

• Take conversations with warm leads and avoid cold outreach.
• Explain financial-protection options clearly and succinctly.
• Help clients enroll when it is a good fit.
• Maintain a consistent follow-up rhythm with prospects.

Skills

Communication

On-camera speaking

Coachable

Goal oriented

Tools

Zoom

Job description

AO Garcia Agency is seeking motivated individuals for a remote role handling warm leads and guiding clients through financial-protection options. You will be trained, coached, and measured on activity and results.

Responsibilities include taking requested conversations, explaining benefits simply, and helping clients enroll when it fits. Maintain a clean follow-up rhythm, with interviews conducted over Zoom and a written process to follow. A leadership path awaits top performers.