Remote Family Benefits Planner

AO Garcia Agency; Elizabeth (NJ); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads, follow up promptly, and coach clients as you ramp. You will listen to needs, present solutions, and help families protect income and future.

This role offers structured days, zero office requirements, and thorough training before you are expected to perform. You’ll work with a pipeline of warm leads and receive coaching while you scale.

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client