Part-Time Remote Client Benefits Representative

AO Garcia Agency; San Antonio (TX); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Home office setup

Web presentations

Flexible schedule

Mentorship and training

Meaningful client work

Job summary

AO Garcia Agency is hiring for a fully remote, client-facing role in financial services. You will enroll and support clients who seek guidance, using a proven process and tools provided by mentors on a growing team.

Expect a home office setup, web presentations, and a schedule you can align with real-life needs. This role focuses on meaningful help to families and ongoing client engagement.

Qualifications

• Clear and human communication is required.
• Ability to work without direct supervision.
• Willingness to follow a proven sales/client-engagement process.
• Interest in discussing benefits with clients, not just selling.

Responsibilities

• Enroll and support clients who request guidance.
• Collaborate with a growing team and leadership who stay involved.
• Deliver web-based presentations to clients from home office.

Skills

Communication

Self-discipline

Process adoption

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”