Entry-Level Remote Benefits Representative

AO Garcia Agency

Springfield (OR)

A distancia

USD 40.000 - 65.000

Jornada completa

Hace 3 días
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Descripción de la vacante

AO Garcia Agency is seeking a client-facing financial services professional for a fully remote role in the United States. You will enroll and support clients who asked for guidance, using provided tools and mentorship to help families make informed decisions.

You’ll work with a growing team, enjoy leadership involvement, and benefit from a schedule you can build around real life. This remote-first position emphasizes meaningful work that matters to families.

Formación

  • Clear and human communication is essential.
  • Discipline without supervision.
  • Open to a proven process.
  • Interested in benefits conversations, not just sales energy.

Responsabilidades

  • Enroll and support clients who asked for guidance.
  • Deliver web presentations to client groups.
  • Maintain a portfolio of clients you continue to serve.
  • Coordinate with leadership and mentorship resources to guide clients.

Conocimientos

Clear communication
Self-discipline
Adaptability
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"
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