Remote Client Benefits Advisor

AO Garcia Agency; Cumberland (MD); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services specialist to engage warm leads and guide clients through enrollment with a simple process. You will work in a coaching environment designed to help you grow within the role.

You will be supported by step-by-step onboarding, remote tools, and ongoing mentorship. This position offers flexible hours and potential for long-term career growth for self-starters who enjoy helping families.

Qualifications

• Willingness to be coached and work in a performance environment.
• Self-starter who enjoys helping families.
• Comfort with a remote, conversation-based sales process.

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.

Skills

Communication

Coaching

Self-motivation

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

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

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

• Self-starters who like helping families and can handle a performance environment.

Bad fit

• Anyone who will not take feedback or needs a manager in the room.