Part-Time Virtual Benefits Advisor

AO Garcia Agency; Council Bluffs (IA); Remote; USD 50,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote financial services professional to enroll and support clients who requested guidance. You will be paired with a growing team, provided tools and mentorship, and help families plan and understand their options.

You can expect a schedule you can build around real-life commitments, ongoing training, and the chance to work on a portfolio of clients you keep serving 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.
• Be paired with a growing team, with tools and mentorship provided.
• Maintain client relationships and communicate clearly to help families understand options.

Skills

Clear communication

Self-discipline

Process orientation

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"