Remote Benefits Specialist — Warm Leads & Growth Path

AO Garcia Agency; Wyoming; Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and guide clients through the buying cycle. The role emphasizes structured days, coaching as you ramp, and a high emphasis on follow-up and client respect.

You will work remotely with no required office, supported by training before performance expectations are set, and a pipeline built on warm leads to help families protect income and future.

Qualifications

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client

Responsibilities

• Engage warm leads via remote conversations to understand needs and guide decisions.
• Provide coaching and ramp support to new teammates or clients as they get up to speed.
• Maintain timely follow-up with prospects and demonstrate respect for every client.

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and guide clients through the buying cycle. The role emphasizes structured days, coaching as you ramp, and a high emphasis on follow-up and client respect.

You will work remotely with no required office, supported by training before performance expectations are set, and a pipeline built on warm leads to help families protect income and future.