Virtual Benefits Advisor

AO Garcia Agency; Kent (WA); 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 offering a remote financial-services role designed around warm leads and a structured training system. The work emphasizes client conversations and coaching to help families find the right protection options.

Daily activities include contacting inquiries, mapping needs for protection, guiding enrollment steps, and building an ongoing client list. The position includes pre-qualified leads, onboarding support, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Remote financial-services role built around warm leads and a training system.
• Competitive and coachable candidates can build a long-term career.
• This is a conversation-based role requiring client engagement.

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

Self-starter

Helping families

Performance-oriented

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.