Client Benefits Coordinator - Remote

AO Garcia Agency; Williston (ND); A distancia; USD 40.000 - 70.000; Jornada completa

Descripción de la vacante

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, with mentorship, and tasked to enroll and support clients who asked for guidance.

This position emphasizes clear, human communication, discipline without direct supervision, openness to a proven process, and a focus on benefits conversations rather than just sales energy, with a schedule that fits real life.

Formación

• Clear, human communication is essential.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsabilidades

• Enroll and support clients who request guidance.
• Provide client-facing financial services support remotely.
• Leverage mentorship and tools provided by the team.
• Contribute to a growing, client-focused practice.

Conocimientos

Clear communication

Self-discipline

Open to proven process

Benefits conversations

Descripción del empleo

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”