At-Home Benefits Planning Specialist

AO Garcia Agency; Miami (FL); Remote; USD 55,000 - 85,000; Full time

Job summary

AO Garcia Agency in the United States is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and help enroll and support clients who seek guidance.

Expect a home-office setup, web presentations, and a schedule you can build around real life. This position emphasizes benefits conversations over mere sales energy, with training and leaders who stay involved.

Qualifications

• Clear, human communication.
• Disciplined and self-motivated.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

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"