Household Benefits Consultant - Remote

AO Garcia Agency; Bartlett (TN); Remote; USD 40,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role within the financial services space. You will be paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

You will work from a home office delivering web presentations and building a schedule you can align with real life, focusing on benefits conversations rather than just sales energy.

Qualifications

• Clear and human communication.
• 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.
• Deliver and participate in web presentations from a home office.
• Contribute to a client-focused, guidance-driven service approach.

Skills

Clear communication

Self-discipline

Process orientation

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"