Home-Based Member Services Representative

AO Garcia Agency; Columbia Township (MO); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Home office

Web presentations

Mentorship and leadership involvement

Flexible schedule

Portfolio engagement

Job summary

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

The role emphasizes real-life scheduling flexibility, ongoing training, and working with leaders who stay actively involved, delivering meaningful work for families.

Qualifications

• 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”

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with mentors and leaders who stay involved.
• Present and explain benefits to clients during remote sessions.

Skills

Clear communication

Self-discipline

Process adherence

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”