Virtual Benefits Advisor

Aogarciaagency; United States; Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Aogarciaagency is seeking a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career with ongoing mentorship and flexible hours.

Daily work includes speaking with information-seeking individuals, mapping needs to available protection options, and guiding enrollments while building a client list. Pre-qualified warm leads and step-by-step onboarding are provided, with a remote tools setup to

Qualifications

• Must be self-motivated and coachable.
• Able to help families and thrive in a performance-driven environment.
• Comfortable working remotely with flexible hours.

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.

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.