Remote Insurance Benefits Liaison

AO Garcia Agency; Laramie (WY); Remote; USD 40,000 - 70,000; 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 seeking a remote financial-services associate who will engage with warm leads and follow a guided onboarding process. You will be coached to build a client list, map protection needs, and run enrollment flows from a home office.

The role emphasizes responsiveness, client service, and the ability to work in a performance-driven environment with ongoing mentorship and flexible hours.

Qualifications

• Speak with people who asked for information.
• Explain protection options to map needs.
• Guide enrollment flow.
• Build and service a client list.

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-starter

Coachable

Customer service

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.