Benefits Presentation Representative - Remote

AO Garcia Agency; Irving (TX); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office setup

Web presentations

Mentorship and leadership involvement

Flexible schedule

Meaningful work for families

Job summary

AO Garcia Agency is hiring a client-facing, fully remote professional in financial services to enroll and support clients seeking guidance. You will be paired with a growing team, receive tools and mentorship, and work with families to build trust and deliver clear, human support.

You’ll operate within a process-driven environment, matching a schedule that fits real life while maintaining a focus on meaningful client outcomes.

Qualifications

• Clear, human communication is essential.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits discussions beyond sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Collaborate with a growing team and mentors.
• Engage in benefits conversations as part of client support.
• Present information during home-based web sessions.

Skills

Clear communication

Self-discipline

Adaptability

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”