Remote Client Benefits Advisor

AO Garcia Agency; Urbandale (IA); Remote; USD 42,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and guide families toward protecting income and future security. Work is structured, with coaching during ramp-up and no mandatory office presence.

You’ll follow up promptly, maintain a clean video presence, and learn your tools quickly. High performers can access a leadership track as the team grows and the pipeline remains warm.

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