Part-Time Remote Client Benefits Representative

AO Garcia Agency; Durham (NC); A distancia; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

AO Garcia Agency is a client-facing remote role in financial services focused on guiding families and individuals. You will enroll and support clients who seek guidance, backed by mentorship and a proven process.

Work with a growing team, leveraging specialized tools while maintaining a schedule you can build around real life. You will contribute to meaningful outcomes for families, deliver clear communication, and thrive in a fully remote environment with ongoing training and leadership

Formación

• Clear, human communication is essential.
• Self-discipline with minimal supervision.
• Openness to following a proven process.
• Interest in benefits conversations, not just sales energy.

Responsabilidades

• Enroll clients and guide them through fintech-related guidance.
• Support clients who ask for guidance to achieve their goals.
• Collaborate with a remote team using provided tools and mentorship.

Conocimientos

Clear communication

Self-discipline

Process orientation

Benefits conversation

Descripción del empleo

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"