Benefits Presentation Representative - Remote

AO Garcia Agency; Apex (NC); Remote; USD 80,000 - 110,000; Full time

Job summary

AO Garcia Agency in the United States is seeking a client-facing, fully remote specialist to guide families through financial services. The role offers the opportunity to build meaningful client relationships while operating in a flexible, remote environment.

You will join a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance, enabling you to develop and maintain a portfolio of clients over time.

Qualifications

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

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and receive mentorship and tools.
• Provide client-facing guidance in financial services.

Skills

Clear communication

Self-discipline

Process-oriented

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"