Remote Benefits Planner — Warm Leads, Leadership Path

AO Garcia Agency; Provo (UT); Remote; USD 45,000 - 60,000; Full time

Benefits offered by this job

Remote work

Structured training

Leadership track

Job summary

AO Garcia Agency seeks a remote financial-services specialist in a role with structured days and warm-lead conversations. You will be coached while you ramp and operate with no office required, enabling you to work from anywhere with a customer-centric approach and clear performance expectations.

In this remote position, you’ll be supported to develop your skills through training and coaching, focusing on meaningful conversations that advance families’ financial protection goals.

Qualifications

• On-time follow-up is essential.
• Clean video presence during calls and meetings.
• Fast learning on sales tools and processes.
• Respect the client in all interactions.

Skills

Warm leads

Video presence

Fast learning

Client respect

Tools

CRM

Job description

AO Garcia Agency seeks a remote financial-services specialist in a role with structured days and warm-lead conversations. You will be coached while you ramp and operate with no office required, enabling you to work from anywhere with a customer-centric approach and clear performance expectations.

In this remote position, you’ll be supported to develop your skills through training and coaching, focusing on meaningful conversations that advance families’ financial protection goals.