Part-Time Member Benefits Advisor - Remote

AO Garcia Agency; La Crosse (WI); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency seeks a client-facing professional for a fully remote role in financial services. You will join a growing team, receive mentorship, and guide clients who seek knowledgeable guidance.

You will thrive with a schedule you can build around real life, enjoy training and leadership involvement, and carry a portfolio of clients you continue to serve rather than one-off calls.

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.
• Provide mentorship and training to clients and work with a growing team.
• Engage clients in benefits conversations and guide them through processes.

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"