Remote Client Benefits Advisor — Flexible Hours & Mentorship

AO Garcia Agency; Box Elder (SD); Remote; USD 40,000 - 70,000; 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 hiring for a remote financial-services seat built around warm leads and a training system. If you're competitive and coachable, this can become a long-term career.

Daily tasks include speaking with information-seeking clients, mapping needs for protection options, running enrollment flows, and building a serviceable client list. Provided: pre-qualified leads, onboarding, remote tools, flexible hours, ongoing mentorship.

Qualifications

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

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 hiring for a remote financial-services seat built around warm leads and a training system. If you're competitive and coachable, this can become a long-term career.

Daily tasks include speaking with information-seeking clients, mapping needs for protection options, running enrollment flows, and building a serviceable client list. Provided: pre-qualified leads, onboarding, remote tools, flexible hours, ongoing mentorship.