Remote Family Benefits Planner

AO Garcia Agency; Waukegan (IL); Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services professional to speak with people who asked for information, map their protection needs, and guide them through a simple enrollment flow. You will build and service a client list, benefit from pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship within a coaching environment.

This role emphasizes competitiveness and coachability; there is potential for long-term career growth for the right

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

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.

Next step is a short Zoom overview.