Remote Family Benefits Planner

AO Garcia Agency; United States; 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 recruiting for a remote financial-services role focused on speaking with interested clients, mapping their protection needs, and guiding them through a simple enrollment flow. You will build and service a client list while benefiting from pre-qualified leads and ongoing mentorship.

This is a coaching-centric environment that rewards proactive, communicative self-starters who thrive on feedback and performance culture.

Qualifications

• Willing to be coached and grow in a performance environment.
• Comfortable speaking with clients remotely.

Responsibilities

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

Skills

Communication

Self-motivation

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

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

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

• Self-starters who like helping families and can handle a performance environment.

Bad fit

• Anyone who will not take feedback or needs a manager in the room.