Work From Home - Client Benefits Planner

AO Garcia Agency; Bixby (OK); Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Pre-qualified leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services professional to join a seat built around warm leads and a proven training system. You will speak with people who asked for information and guide them through a simple enrollment flow.

If you are competitive and willing to be coached, it can become a long-term career—even a path with coaching, mentorship, and growth. This role emphasizes conversations and client service, not a position with no discussions.

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.