Work From Home - Client Benefits Planner

Aogarciaagency; Salem (OR); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Remote work

Job summary

Aogarciaagency is seeking a remote finance-services professional to nurture warm leads into clients. This role emphasizes structured days, no commute, and support as you ramp with coaching.

You'll engage in guided conversations, maintain timely follow-ups, and present a confident video presence while delivering client-focused service with integrity.

Qualifications

• On-time follow-up with leads and clients.
• Maintains a professional video presence for remote conversations.
• Able to learn new tools quickly and apply them.
• Demonstrates respect and integrity in client interactions.

Responsibilities

• Nurture warm leads in a remote financial-services context.
• Structure daily activities for productivity and results.
• Provide coaching and ramp-up support to new teammates.

Skills

Follow-up

Video presence

Fast learning

Respect for client

Tools

CRM

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

• 1. The work has a point — families protecting income and future.
• 2. Home base. No office required.
• 3. You are trained before you are expected to perform.
• 4. Your pipeline is warm leads.
• 5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client