Remote Insurance Benefits Liaison

AO Garcia Agency; Herriman (UT); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to connect with warm leads. The role offers structured days, coaching during ramp-up, and a focus on timely follow-up with clients. You will learn the tools quickly and maintain a respectful, client-centric approach to conversations.

Ideal candidates demonstrate fast learners’ instincts and a professional video presence. This position emphasizes client respect and reliable communication in a remote setting.

Qualifications

• Remote financial-services role with structured days and warm-lead conversations.
• Ability to engage with clients respectfully and professionally.
• Willingness to learn new tools quickly and adapt to coaching feedback.

Responsibilities

• Follow up with warm leads in a timely manner.
• Engage clients with informative, compliant communications.
• Participate in training and ramp sessions as coaching is provided.

Skills

On-time follow-up

Video presence

Fast learning on tools

Respect for client

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