Work From Home - Family Needs Assessment Specialist

AO Garcia Agency; United States; Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Remote work

Written process to follow

Coaching from experienced staff

Leadership path potential

Job summary

AO Garcia Agency is seeking motivated individuals for a remote sales/consultative role. You will work with warm leads who requested help on financial-protection options.

You will be trained, coached, and measured on activity and results. Interviews are conducted on Zoom, and there is a clear process so you are not inventing the job. A path into leadership may be available.

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

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?

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.