Remote Client Benefits Planner — Flexible Hours & Mentorship

AO Garcia Agency; Avondale (AZ); Remote; USD 45,000 - 65,000; 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 financial-services seat built around warm leads and a structured training system. A candidate who is competitive, coachable, and eager to help families can develop a long-term career here.

The daily work includes speaking with information-seeking individuals, mapping needs for protection options, guiding enrollment flows, and building a client list. Pre-qualified leads, onboarding steps, remote tools, and ongoing mentorship are provided.

Qualifications

• Self-starter with ability to learn quickly.
• Willing to be coached and take feedback.

Responsibilities

• Speak with people who requested information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Self-starter

Job description

AO Garcia Agency is seeking a remote financial-services seat built around warm leads and a structured training system. A candidate who is competitive, coachable, and eager to help families can develop a long-term career here.

The daily work includes speaking with information-seeking individuals, mapping needs for protection options, guiding enrollment flows, and building a client list. Pre-qualified leads, onboarding steps, remote tools, and ongoing mentorship are provided.