Member Benefits Advisor - Work From Home

AO Garcia Agency; St. Louis (MO); Remote; USD 40,000 - 60,000; Full time

Job summary

AO Garcia Agency is seeking a candidate for a fully remote role in the financial services space. You will enroll and support clients who asked for guidance, with a growing team, mentorship, and provided tools.

The work centers on helping families with meaningful guidance and a schedule you can build around real life. You will participate in training, stay involved with leaders, and manage a portfolio of clients you continuously serve, not just one-off calls.

Qualifications

• Clear and human communication style.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations beyond sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Deliver web presentations to client groups.

Skills

Clear communication

Self-motivation

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"