Remote Client Benefits Advisor

AO Garcia Agency; Clarksburg (WV); Remote; USD 60,000 - 80,000; Full time

Benefits offered by this job

Remote work

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads, guide conversations, and coach teammates as they ramp. This position offers structured days and no office requirement, with a focus on helping families protect income and futures.

You will work from anywhere in the United States, emphasize timely follow-ups, and maintain a professional video presence. Training is provided, with opportunities for leadership for high performers.

Qualifications

• Must demonstrate timely follow-up with clients
• Maintain professional video presence during calls
• Able to learn new tools quickly and adapt
• Show consistent respect and integrity when engaging clients

Responsibilities

• Engage warm leads through remote conversations
• Provide coaching and support as new teammates ramp up
• Maintain structured daily workflow
• Deliver high-quality, client-focused financial services

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

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