Client-Facing Remote Benefits Solutions Specialist

AO Garcia Agency; Providence (RI); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional to enroll and support clients seeking guidance in financial services. This fully remote role offers the chance to work with a growing team and use a robust toolkit while mentoring from leaders.

You will be paired with a developing team, receive ongoing mentorship, and help families with meaningful financial guidance. Expect a schedule you can tailor to real-life commitments while building lasting client relationships.

Qualifications

• Must communicate clearly and human.
• Ability to work independently with discipline.
• Interest in benefits conversations beyond sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Represent client-facing financial services remotely.
• Follow a proven process and training provided.

Skills

Client communication

Self-motivation

Open to mentorship

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional to enroll and support clients seeking guidance in financial services. This fully remote role offers the chance to work with a growing team and use a robust toolkit while mentoring from leaders.

You will be paired with a developing team, receive ongoing mentorship, and help families with meaningful financial guidance. Expect a schedule you can tailor to real-life commitments while building lasting client relationships.