Remote Client Benefits Advisor

AO Garcia Agency; Sacramento (CA); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from experienced staff

Leadership path for high performers

Job summary

AO Garcia Agency is hiring for a remote role focused on following up with warm leads seeking financial-protection options. You will be trained, coached, and measured on activity and results, with a structured process so you’re not inventing the job.

You should be competitive, coachable, and comfortable on camera, able to follow a written playbook. Interviews are conducted via Zoom and there is a path into leadership for high performers.

Qualifications

• Must be able to communicate clearly with clients.
• Comfortable on video calls and presenting benefits.

Responsibilities

• Take conversations from warm leads and discuss financial-protection options.
• Explain benefits clearly and enroll clients when suitable.
• Maintain a disciplined follow-up rhythm with clients.

Skills

Communication skills

Video calls

Coachability

Follow-up discipline

Tools

Zoom

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

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

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.