Work From Home - Client Benefits Planner

AO Garcia Agency; Sanford (ME); Remote; USD 35,000 - 60,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced colleagues

Leadership path for top performers

Job summary

AO Garcia Agency is seeking motivated candidates for a remote career focused on helping clients with financial-protection options. You work with warm leads, explaining benefits and guiding enrollment when appropriate, all within a coached, results-driven framework.

Interviews are conducted on Zoom, and you will be trained with a clear process, receive coaching from experienced colleagues, and have a path into leadership if you perform well.

Qualifications

• Trained, coached, and measured on activity and results.
• Competitive, coachable, and comfortable on camera.
• Interviews are conducted on Zoom.

Responsibilities

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Skills

On-camera communication

Competitive

Coachable

Self-motivated

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.