Client Benefits Coordinator - Remote

AO Garcia Agency; Hoover (AL); Remote; USD 42,000 - 64,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote position in financial services. You will be paired with a growing team, receive tools and mentorship, and be responsible for enrolling and supporting clients who seek guidance.

The role emphasizes trust-based client conversations, a structured process, and the ability to manage time in a remote environment. Training and continuous involvement from leaders are highlighted as part of the deal.

Qualifications

• 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”.

Responsibilities

• You are paired with a growing team, given tools and mentorship.
• Expected to enroll and support clients who asked for guidance.
• Remote work with a focus on client-facing financial services.

Skills

Clear communication

Self-discipline

Process adherence

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”