Work From Home - Benefits Steward Specialist

Aogarciaagency; Ottawa; Remote; CAD 40,000 - 65,000; Full time

Job summary

Aogarciaagency is seeking a client-facing, fully remote advisor in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, equipped with mentors and tools.

This role offers the flexibility to build around real life, with training and leaders who stay involved, and a portfolio you keep serving beyond one-off calls.

Qualifications

• Clear, human communication is essential.
• Self-discipline without direct supervision is required.
• Willingness to follow a proven sales process.
• Interest in benefits conversations, not only sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Be paired with a growing team with mentorship and tools.
• Engage in training and work with leaders who stay involved.
• Manage a portfolio of clients, not just one-off calls.

Skills

Clear communication

Self-discipline

Process adoption

Benefits conversations

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"