Benefits Education Representative - Remote

AO Garcia Agency; Bethlehem (Northampton County); Remote; USD 42,000 - 66,000; Full time

Job summary

AO Garcia Agency seeks a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, delivering value through clear, human communication.

You will be paired with a growing team, receive tools and mentorship, and operate within a process that respects real-life schedules and a portfolio of ongoing client relationships rather than one-off calls.

Qualifications

• Clear and human communication is essential.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Collaborate with a growing team and use provided tools and mentorship.
• Deliver client-focused financial services remotely.

Skills

Clear communication

Self-discipline

Openness to process

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”