Work From Home - Benefits Services Representative

AO Garcia Agency; Provo (UT); 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 warm leads, map needs, and guide clients through enrollment processes. The role emphasizes coaching and ongoing mentorship to develop long-term careers.

Ideal candidates are self-starters who thrive in a performance-driven environment and enjoy helping families. The position offers flexible hours and remote tools to support efficient outreach and client service.

Qualifications

• Must be coachable and receptive to feedback.
• Willing to engage with clients and manage enrollments.
• Able to work effectively in a remote setting.

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

Communication skills

Coachable

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.