Benefits Navigator - Work From Home

AO Garcia Agency; Rogers (AR); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Home office setup

Mentorship from leaders

Flexible schedule

Meaningful work for families

Job summary

AO Garcia Agency is seeking a client advisor for a fully remote role in financial services. You will enroll and support clients seeking guidance, with a home office and web presentations.

You’ll be paired with a growing team, receive tools and mentorship, and contribute to meaningful work for families while following a proven process and scheduling that fits real life.

Qualifications

• Clear and human communication.
• Disciplined with minimal supervision.
• Open to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Work with a growing team and receive mentorship.
• Deliver financial guidance to families through web presentations.
• Build a schedule that fits real life.

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”