Part-Time Remote Benefits Representative

AO Garcia Agency; Blaine (MN); Remote; USD 50,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, with mentorship from a growing team and access to useful tools.

You’ll present solutions via web sessions, build a schedule that fits real life, and manage a portfolio of clients you keep servicing beyond one-off calls.

Qualifications

• Clear, human communication.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just high-energy sales.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and receive mentorship and tools.
• Deliver web presentations to clients and explain options.
• Maintain a client portfolio and provide ongoing support beyond initial contact.

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"