At-Home Benefits Planning Specialist

AO Garcia Agency; Vaughan; Remote; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Fully remote work

Flexible schedule

Mentorship program

Job summary

AO Garcia Agency in Canada is seeking a client-facing role within financial services, fully remote. You will enroll and support clients who asked for guidance, backed by a mentorship-focused team.

The position offers a work-from-home setup with resources to help you succeed and grow your client relationships. You will be part of a team that values real-life scheduling, ongoing training, and leaders who stay involved.

Qualifications

• Clear and human communication is essential.
• Ability to work with minimal supervision.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and mentors.
• Deliver training and remain engaged with leaders.

Skills

Communication

Self-management

Client relations

Tools

CRM software

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”