Work From Home - Part-Time Benefits Services Representative

Aogarciaagency; Whitefish (MT); Remote; USD 52,000 - 68,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Aogarciaagency is seeking a remote financial-services professional to work with pre-qualified warm leads and a structured training system. A candidate who is competitive, coachable, and focused on helping families will thrive, with ongoing mentorship and flexible hours.

The role emphasizes one-on-one client interactions, guiding information requests, and a streamlined enrollment flow working remotely with established tools and a supportive onboarding process.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willingness to accept feedback and coaching.

Responsibilities

• Speak with people who asked for information.
• Map needs and available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Self-starter

Communication skills

Coachable

Tools

Remote tools

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.