Household Benefits Consultant - Remote

AO Garcia Agency; Palm Bay (FL); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing specialist to guide families through financial services in a fully remote role. You will enroll clients, present web-based sessions, and support planning needs with clear, human communication.

You'll work with mentors, enjoy a schedule you can adapt to real life, and manage a portfolio of clients you continue to serve rather than one-off calls.

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 web presentations to clients.
• Participate in training and leadership initiatives to stay involved.

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"