Remote Benefits Planner & Family Finances Advisor

Aogarciaagency; Saint Paul (MN); Remote; USD 40,000 - 80,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

Aogarciaagency is hiring for a remote financial-services seat focused on coaching and mentorship. You will engage with warm leads, map needs to protection options, and guide clients through a simple enrollment flow.

Ideal candidates are self-starters who enjoy helping families and thrive in a performance-driven environment. Flexible hours and ongoing mentorship are provided to support long-term career growth.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Ability to work remotely with coaching and mentorship.
• Willingness to be coached and take feedback.

Responsibilities

• Speak with people who asked for information to gather needs.
• Map needs to available protection options for enrollment.
• Run a simple enrollment flow and guide clients through steps.
• Build and service a client list to maintain engagement.

Skills

Communication

Lead follow-up

Enrollment flow

Client list management

Tools

CRM software

Job description

Aogarciaagency is hiring for a remote financial-services seat focused on coaching and mentorship. You will engage with warm leads, map needs to protection options, and guide clients through a simple enrollment flow.

Ideal candidates are self-starters who enjoy helping families and thrive in a performance-driven environment. Flexible hours and ongoing mentorship are provided to support long-term career growth.