About the role
WFH Benefits Concierge - Client Facing at AO Garcia Agency in Concord, North Carolina. Remote. Posted November 3, 2026.
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 fitSelf-starters who like helping families and can handle a performance environment.
Bad fitAnyone who will not take feedback or needs a manager in the room.Next step is a short Zoom overview. Apply to book it.
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 fitSelf-starters who like helping families and can handle a performance environment.
Bad fitAnyone who will not take feedback or needs a manager in the room.Next step is a short Zoom overview. Apply to book it.
Prefer to apply yourself? Apply on AO Garcia Agency’s site
Quick answers
Is this job remote?
Yes, this is a remote role for candidates in US.
How do you apply?
Apply on AO Garcia Agency’s site using the link on this page. With a free Jobmagic account you can see how well you fit first.
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