Remote Benefits Specialist — Financial Services

AO Garcia Agency; United States; Remote; USD 40,000 - 62,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is offering a remote financial-services role built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career.

If you want a job with no conversations, this opportunity will not. Daily work includes speaking with information-seeking individuals, mapping needs for protection options, running enrollment flows, and building a client list.

Qualifications

• Must be self-motivated and comfortable in a performance-driven environment.
• Strong communication skills and ability to engage with clients over the phone or video.
• Willingness to receive feedback and be coached.

Responsibilities

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Job description

AO Garcia Agency is offering a remote financial-services role built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career.

If you want a job with no conversations, this opportunity will not. Daily work includes speaking with information-seeking individuals, mapping needs for protection options, running enrollment flows, and building a client list.