Virtual Benefits Advisor

AO Garcia Agency; South Bend (IN); Remote; USD 42,000 - 60,000; 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 self-motivated individual for a remote financial-services role built around warm leads and a structured training program.

You will communicate with prospective clients, map their protection needs, guide enrollment steps, and build a client list, all while receiving ongoing mentorship and flexible hours.

Qualifications

• Self-starters who like helping families and can perform in a results-driven environment.
• Willingness to be coached and accept feedback.

Responsibilities

• Speak with individuals who asked for information.
• Map needs and present suitable protection options.
• Guide customers through enrollment steps.
• Build and maintain a client list.

Skills

Communication skills

Coaching/advice

Time management

Self-motivation

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.