Remote Benefits Navigator — Coaching & Growth Path

AO Garcia Agency; Oregon; Hybrid; USD 50,000 - 75,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Path to leadership for high performers

Job summary

AO Garcia Agency is hiring for a remote role focused on following up with warm leads for financial-protection options. You will talk with clients, explain benefits clearly, and guide enrollment when appropriate.

The position includes coaching from experienced staff, a written process to follow, and a potential path into leadership for high performers. Interviews are conducted on Zoom.

Qualifications

• Candidate able to engage with clients over video or phone
• Ability to understand financial-protection options and explain them clearly
• Self-momotivation and drive to succeed in a remote role
• Willingness to be coached and to follow a written process

Responsibilities

• Take requested conversations from warm leads, no cold lists
• Explain benefit options simply to clients
• Help clients enroll when it is a fit
• Maintain a clean follow-up rhythm to progress conversations

Skills

Client conversations

On-camera comfort

Self-motivation

Coachable

Job description

AO Garcia Agency is hiring for a remote role focused on following up with warm leads for financial-protection options. You will talk with clients, explain benefits clearly, and guide enrollment when appropriate.

The position includes coaching from experienced staff, a written process to follow, and a potential path into leadership for high performers. Interviews are conducted on Zoom.