Work From Home - Benefits Services Representative

AO Garcia Agency; Livonia (MI); Remote; USD 42,000 - 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 seeking a remote financial-services professional to engage with individuals seeking information and guide them through a simple enrollment flow. You will build and service a client list while leveraging pre-qualified warm leads and ongoing mentorship.

This role emphasizes a coachable mindset and comfort in a performance-driven environment, with a path toward long-term career growth and remote work flexibility.

Qualifications

• Remote financial-services role requiring coachability and willingness to receive feedback.
• Excellent communication and interpersonal skills to engage warm leads.
• Ability to manage a performance-oriented environment.

Responsibilities

• Speak with people who asked for information.
• Map needs for 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.

Next step is a short Zoom overview.