At-Home Benefits Planning Specialist

AO Garcia Agency; Memphis (TN); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will join a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

You’ll contribute to meaningful family-focused work, with a schedule you can build around real life, and ongoing training. This role emphasizes honest conversations about benefits and a proven process.

Qualifications

• Clear and human communication is required.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and mentors.
• Provide client-facing financial services support.

Skills

Clear communication

Self-discipline

Process openness

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"