Remote Benefits Intake Specialist - Flexible Hours

AO Garcia Agency; Brewer (ME); Remote; USD 42,000 - 68,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and guide families through information and enrollment. This role emphasizes coaching and performance in a distributed setting.

Daily work includes speaking with people who asked for information, mapping needs to protection options, running enrollment flows, and building a client list. Flexible hours and ongoing mentorship are provided.

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

Active listening

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and guide families through information and enrollment. This role emphasizes coaching and performance in a distributed setting.

Daily work includes speaking with people who asked for information, mapping needs to protection options, running enrollment flows, and building a client list. Flexible hours and ongoing mentorship are provided.