Remote Family Benefits Planner

AO Garcia Agency; Concord (NC); Remote; USD 40,000 - 70,000; Full time

Job summary

AO Garcia Agency offers a home-based client role that provides a flexible schedule and a scoreboard-driven structure. You will conduct video meetings, nurture warm leads, and progressively build your client book while benefiting from provided process and coaching.

Applicants should show clear speech, a professional presence, and the ability to follow a script while making it their own, with a strong drive to grow income through skill and effort.

Qualifications

• Clear speech and professional presence are required.
• Ability to follow a script and then make it your own.
• Follow-through the same day, not “I will get to it.”
• Desire to grow income with skill, not luck.

Responsibilities

• Run video meetings with clients.
• Work warm leads and build a client book.
• We supply the process and coaching; you supply the work ethic.

Skills

Clear speech

Professional presence

Script-following

Follow-through same day

Growth mindset

Job description

Home-based client role for people who want a flexible schedule and a scoreboard.

You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic.

Why people stay

1. 1. Control of the calendar. Full-time or part-time structure.
2. 2. No commute. Presentations are web-based.
3. 3. No cold calling. Conversations start with interest.
4. 4. Promotion from production, not politics.

Must-haves

• Clear speech and professional presence
• Ability to follow a script and then make it your own
• Follow-through the same day, not “I will get to it”
• Hunger to grow income with skill, not luck