Remote Benefits Navigator – Enrollment & Client Care

AO Garcia Agency; Oregon; Hybrid; USD 28,000 - 41,000; Full time

Benefits offered by this job

Remote work

Coaching from leaders

Leadership path

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will engage with clients who have already requested help on financial-protection options, following a written process and receiving coaching from experienced team members.

In this role, you take conversations from warm leads, explain benefits clearly, and assist clients in enrolling when appropriate, while maintaining a disciplined follow-up rhythm. Interviews are conducted on Zoom.

Qualifications

• Experience talking to clients and handling conversations.
• Ability to explain options clearly and simply.
• Comfort with coaching and performance feedback.

Responsibilities

• Take requested conversations with warm leads.
• Explain benefit options simply to clients.
• Help clients enroll when it is a fit.
• Maintain a clean follow-up rhythm.

Skills

Communication

Sales experience

Coaching

Tools

Zoom

Job description

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will engage with clients who have already requested help on financial-protection options, following a written process and receiving coaching from experienced team members.

In this role, you take conversations from warm leads, explain benefits clearly, and assist clients in enrolling when appropriate, while maintaining a disciplined follow-up rhythm. Interviews are conducted on Zoom.