Benefits Concierge - Work From Home

AO Garcia Agency; Dayton (OH); A distancia; USD 40.000 - 60.000; Jornada completa

Descripción de la vacante

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team and provided tools and mentorship to help clients who asked for guidance.

You will enroll and support clients, focusing on clarifying benefits and helping families make informed decisions, all while operating in a schedule that accommodates real life. Training and leadership stay involved to ensure your success.

Formación

• Clear and human communication.
• Self-motivated with discipline without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just “sales energy”.

Responsabilidades

• Enroll and support clients who asked for guidance.
• Present financial services solutions to clients in a client-facing role.
• Collaborate with a growing remote team and use provided tools and mentorship.

Descripción del empleo

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”