Work From Home - Benefits Specialist

AO Garcia Agency; San Diego (CA); Remote; USD 40,000 - 65,000; 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 role built around warm leads and a structured training system. If you are competitive and coachable, it can develop into a long-term career.

Roles involve conversations, not a silent desk job, and emphasize client interaction and enrollment flow. Daily tasks include speaking with information seekers, mapping needs to protection options, running enrollment steps, and building a serviced client list.

Qualifications

• Ability to speak with information-seeking individuals.
• Willingness to be coached and perform in a competitive environment.
• Ability to build and service a client list.

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

Effective communication

Coachable

Self-motivated

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.