Remote Leadership Trainee - Benefits

AO Garcia Agency; Cedar Rapids (IA); Remote; USD 40,000 - 60,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship. The deal includes home office setup, live web presentations, and leadership that stays involved.

You’ll work on meaningful tasks that matter to families and can build a schedule around real life. Requirements emphasize clear, human communication, self-discipline without supervision, openness to a

Qualifications

• Clear and human communication.
• Self-discipline with minimal supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver and assist with web presentations for clients.
• Collaborate with a growing team and apply provided tools and mentorship.
• Support families with guidance on benefits rather than purely sales-focused tasks.

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”