Remote Client Benefits Advisor - Growth & Leadership Path

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

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.