Remote Benefits Intake Specialist (Warm Leads)

Aogarciaagency; Fort Lauderdale (FL); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Job summary

Aogarciaagency is seeking a remote financial-services specialist to engage with warm leads and guide conversations from first contact to close. You will receive structured onboarding, ongoing coaching, and clear success metrics to ramp quickly.

This role is built for self-starters who can manage their day and maintain professional client interactions. Work is fully remote with no office requirement, a predictable daily rhythm, and regular feedback.

Responsibilities

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client

Job description

Aogarciaagency is seeking a remote financial-services specialist to engage with warm leads and guide conversations from first contact to close. You will receive structured onboarding, ongoing coaching, and clear success metrics to ramp quickly.

This role is built for self-starters who can manage their day and maintain professional client interactions. Work is fully remote with no office requirement, a predictable daily rhythm, and regular feedback.