Remote Benefits Intake Associate

AO Garcia Agency; Cedar Falls (IA); Remote; USD 35,000 - 52,000; Full time

Benefits offered by this job

Lead list

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency is seeking a motivated, remote financial-services professional. This role is built around warm leads, coaching, and a clear onboarding path to help families compare protection options.

Daily work includes speaking with people who asked for information, mapping needs for protection options, running a simple enrollment flow, and building and servicing a client list. Flexible hours and ongoing mentorship support a long-term career.

Qualifications

• Self-starters who like helping families and can handle a performance environment.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Skills

Self-starter

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

• Self-starters who like helping families and can handle a performance environment.

Bad fit

• Anyone who will not take feedback or needs a manager in the room.