Benefits Concierge - Work From Home

AO Garcia Agency; Ketchikan (AK); Remote; USD 60,000 - 100,000; Full time

Job summary

AO Garcia Agency in the United States offers a fully remote client-facing role in financial services. You will enroll and support clients who request guidance, delivering clear explanations and using web presentations.

Join a growing team with tools and mentorship, training, and a schedule that fits real life; you'll build lasting client relationships rather than one-off calls.

Qualifications

• Clear, human communication is essential for client interactions.
• Self-discipline without constant supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just selling.

Responsibilities

• Enroll and support clients who request guidance.
• Conduct client-facing sessions remotely using web presentations.
• Collaborate with a growing team and mentors to deliver value to families.

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”