Work From Home - Client Benefits Planner

AO Garcia Agency; Avondale (AZ); Remote; USD 45,000 - 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 seat built around warm leads and a structured training system. A candidate who is competitive, coachable, and eager to help families can develop a long-term career here.

The daily work includes speaking with information-seeking individuals, mapping needs for protection options, guiding enrollment flows, and building a client list. Pre-qualified leads, onboarding steps, remote tools, and ongoing mentorship are provided.

Qualifications

• Self-starter with ability to learn quickly.
• Willing to be coached and take feedback.

Responsibilities

• Speak with people who requested information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Self-starter

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.