Work From Home - Client Benefits Specialist

AO Garcia Agency; New Iberia (LA); Remote; USD 21,000 - 34,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding process

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. You will speak with people who asked for information, map needs to available protection options, and guide them through a simple enrollment flow.

This opportunity suits competitive, coachable self-starters who enjoy helping families in a performance-driven environment. Next step is a short Zoom overview.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Comfort with coaching and feedback to improve results.

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.

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.

Next step is a short Zoom overview.