Part-Time Virtual Benefits Advisor

AO Garcia Agency; Clarksburg (WV); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Job summary

AO Garcia Agency seeks a client-facing, fully remote role in financial services. You will be paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

You will communicate clearly and humanely, work with discipline in a process-driven environment, and enjoy a schedule you can build around real life while serving a portfolio of clients who rely on your guidance.

Qualifications

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

Responsibilities

• Enroll and support clients who asked for guidance
• Work with a growing team, with mentorship and tools
• Deliver guidance to clients through remote presentations
• Maintain a schedule that fits real life while serving a client portfolio

Skills

Communication

Self-discipline

Process openness

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"