Remote Client Benefits Advisor — Flexible Hours

AO Garcia Agency; Carmel (IN); Remote; USD 25,000 - 44,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote team member for a financial-services role built around warm leads and a structured training program. If you are competitive and coachable, this can become a long-term career; a role with heavy conversations and ongoing mentorship is key.

Daily duties include speaking with information-seeking individuals, mapping needs to available protection options, guiding enrollment flows, and building a client list.

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

Job description

AO Garcia Agency is seeking a remote team member for a financial-services role built around warm leads and a structured training program. If you are competitive and coachable, this can become a long-term career; a role with heavy conversations and ongoing mentorship is key.

Daily duties include speaking with information-seeking individuals, mapping needs to available protection options, guiding enrollment flows, and building a client list.