Remote Benefits Navigator: Warm-Lead Coach & Growth Path

AO Garcia Agency; Mandan (ND); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads with structured days and guided coaching as you ramp. This role emphasizes helping families protect income and future, with no office required.

You'll start with training and ongoing support, focusing on timely follow-up, a strong video presence, and quick learning of our tools. Top performers may embark on a leadership track and contribute to client success from anywhere in the country.

Qualifications

• Experience with remote roles in financial services preferred.
• Ability to learn new tools quickly and adapt to structured days.

Responsibilities

• Engage with warm leads in a remote financial-services role.
• Provide coaching and guidance while ramping.
• Maintain timely follow-up with clients and protect client assets.

Skills

Warm leads

Video presence

Fast learner

Client respect

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads with structured days and guided coaching as you ramp. This role emphasizes helping families protect income and future, with no office required.

You'll start with training and ongoing support, focusing on timely follow-up, a strong video presence, and quick learning of our tools. Top performers may embark on a leadership track and contribute to client success from anywhere in the country.