Remote Family Benefits Advisor with Warm Leads

AO Garcia Agency; Baton Rouge (LA); Remote; USD 40,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads and coach clients as you ramp. The role emphasizes structured days, no mandatory office presence, and a strong emphasis on client relationship quality.

You'll be trained before performing, with a pipeline of warm leads and potential leadership tracks for high performers. This is a remote, results-driven position designed for efficiency and responsiveness.

Qualifications

• Must follow up promptly with leads.
• Maintain a professional video presence for virtual interactions.
• Quickly learn tools and processes used to manage leads.

Responsibilities

• Conduct warm-lead conversations with prospects.
• Provide coaching while ramping in a remote financial-services role.
• Maintain structured daily workflow and disciplined time management.
• Represent the client with professionalism in all communications.

Skills

Prompt follow-up

Video presence

Fast learning

Client respect

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads and coach clients as you ramp. The role emphasizes structured days, no mandatory office presence, and a strong emphasis on client relationship quality.

You'll be trained before performing, with a pipeline of warm leads and potential leadership tracks for high performers. This is a remote, results-driven position designed for efficiency and responsiveness.