Remote Insurance Benefits Representative

AO Garcia Agency; United States; Remote; USD 60,000 - 80,000; Full time

Benefits offered by this job

Remote work

Structured ramp training

Job summary

AO Garcia Agency offers a remote financial-services position designed to engage with warmed leads and provide coaching as you ramp up. The role emphasizes structured days, consistent follow-up, and a professional video presence to build trust with clients.

Focused training precedes performance expectations, and top performers may access a leadership track as they contribute to guiding families toward financial protection goals.

Qualifications

• Prompt and reliable follow-up with leads.
• Professional on-camera presence during interactions.
• Ability to quickly learn new tools and processes.
• Demonstrated respect and courtesy toward clients.

Responsibilities

• Lead warm conversations with prospects and guide them through the process.
• Maintain structured daily activities to maximize productivity.
• Coach while ramping, ensuring new teammates reach performance milestones.
• Represent the company professionally in all client communications.

Skills

On-time follow-up

Clean 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