Home-Based Member Benefits Representative

AO Garcia Agency; Bozeman (MT); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Remote work

Mentorship program

Flexible schedule

Job summary

AO Garcia Agency seeks a client-focused professional for a fully remote role in financial services. You’ll be paired with a growing team, receive tools and mentorship, and help enroll and support clients who ask for guidance.

The deal emphasizes a home office, web presentations, and meaningful work that matters to families. Expect a schedule you can build around real life and a portfolio you continue serving, not a stack of one-off calls.

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”