Remote Part-Time Benefits Advisor - Warm Leads, Growth Path

AO Garcia Agency; Frankfort (KY); Remote; USD 50,000 - 70,000; Full time

Job summary

AO Garcia Agency in the United States is seeking a remote financial-services role focused on warm-lead conversations. You will be coached as you ramp and work with a pipeline of ready-to-act prospects, with structured days and no office required.

The position emphasizes on-time follow-up, clean video presence, and quick mastery of tools. High performers can pursue a leadership track while helping families protect income and future.

Qualifications

• Handle warm leads with timely follow-up.
• Communicate clearly in remote settings via video/phone.
• Demonstrate rapid learning on tools and processes.

Responsibilities

• Follow up with leads in a timely, professional manner.
• Engage clients through remote conversations and coaching sessions.
• Ramp up quickly with onboarding and training programs.
• Maintain client respect and professionalism in all interactions.

Skills

Warm leads handling

Remote communication

Fast learning

Client respect

Tools

CRM software

Video conferencing tools

Job description

AO Garcia Agency in the United States is seeking a remote financial-services role focused on warm-lead conversations. You will be coached as you ramp and work with a pipeline of ready-to-act prospects, with structured days and no office required.

The position emphasizes on-time follow-up, clean video presence, and quick mastery of tools. High performers can pursue a leadership track while helping families protect income and future.