Remote Benefits Navigator — Coaching & Growth Path

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

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will work with warm leads who requested help on financial-protection options. You will be trained, coached, and measured on activity and results.

The role emphasizes taking requested conversations, explaining benefit options simply, helping clients enroll when appropriate, and maintaining a clean follow-up rhythm. Interviews are conducted on Zoom.

Qualifications

• Experience talking with customers and explaining options clearly.
• Comfortable working with leads and following a defined process.

Responsibilities

• Take conversations with warm leads and guide them to helpful options.
• Explain financial-protection options in simple terms.
• Assist clients in enrolling when it is a good fit.
• Maintain a consistent follow-up rhythm and record interactions.

Skills

Lead follow-up

Customer service

Sales outreach

Remote work

Job description

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will work with warm leads who requested help on financial-protection options. You will be trained, coached, and measured on activity and results.

The role emphasizes taking requested conversations, explaining benefit options simply, helping clients enroll when appropriate, and maintaining a clean follow-up rhythm. Interviews are conducted on Zoom.