Family Needs Assessment Advisor - Remote

AO Garcia Agency; Gilbert (AZ); Remote; USD 36,000 - 54,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Mentorship

Ongoing training

Job summary

AO Garcia Agency is seeking a client enrollment and support specialist to work remotely with families across the United States. You will enroll clients, provide guidance, and help them understand available benefits.

You’ll join a growing team equipped with tools and mentorship, with web presentations and a schedule you can build around real life, delivering meaningful, aligned service rather than one-off calls.

Qualifications

• Clear and human communication is required.
• Ability to work without constant supervision.
• Openness to a proven process and structure.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Work with a growing team with tools and mentorship.
• Deliver guidance through web presentations and remote support.
• Build a schedule that fits real life while delivering consistent service.

Skills

Clear communication

Independent work

Process-oriented

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”