Benefits Intake Representative - Work From Home

AO Garcia Agency; Kapolei (HI); Remote; USD 45,000 - 65,000; Full time

Job summary

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

The deal emphasizes a home-office setup, web presentations, meaningful work for families, a schedule you can build around real life, and a portfolio you keep serving. Training and involved leadership accompany your growth as you help clients with guidance-based conversations and benefits

Qualifications

• Clear, human communication required.
• Self-discipline with no direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just “sales energy”.

Responsibilities

• Enroll and support clients who request guidance.

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”