Remote Benefits Intake Associate

AO Garcia Agency; Anaheim (CA); Remote; USD 42,000 - 72,000; Full time

Benefits offered by this job

Work from home

Flexible FT/PT

No cold calling

Training and coaching

Advancement opportunities

Job summary

AO Garcia Agency seeks a remote team member to work from home, handling warm leads with families, learning a proven system, and building a robust client book.

The role offers full-time or part-time options, no cold calling, written training plus live coaching, and advancement for high performers who lead their numbers. You will schedule meetings, give clear explanations, follow up, and keep organized notes. Zoom interviews only.

Qualifications

• No explicit degrees or tools stated in the ad.

Responsibilities

• Meetings with clients and families.
• Provide plain-language explanations and follow-up.
• Take notes and schedule accordingly.

Job description

Work from home. Work warm leads with families. Learn a system. Build a book.

That is the job in one line.

Included

• Web-conference meetings from home
• Full-time or part-time options
• No cold calling
• Written training plus live coaching
• Advancement for people who lead their numbers

Your day

Meetings. Plain-language explanations. Follow-up. Notes and scheduling.

Zoom interviews only.