Remote Benefits Specialist - Warm-Lead Enrollment

AO Garcia Agency; Bend (OR); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. This position engages with warm leads and conversations from clients who have already requested information on financial-protection options. You are trained, coached, and measured on activity and results.

You will be supported by a written process, receive coaching from people who have done the work, and have a path into leadership if you produce results. Interviews are conducted on Zoom.

Qualifications

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm
• Trained, coached, and measured on activity and results

Responsibilities

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Skills

On-camera comfort

Job description

AO Garcia Agency is seeking motivated individuals for a remote career with upside. This position engages with warm leads and conversations from clients who have already requested information on financial-protection options. You are trained, coached, and measured on activity and results.

You will be supported by a written process, receive coaching from people who have done the work, and have a path into leadership if you produce results. Interviews are conducted on Zoom.