Remote Benefits Account Representative

AO Garcia Agency; Fremont (NE); Remote; USD 40,000 - 60,000; 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 request guidance, paired with a growing team, tools and mentorship.

You will build relationships, explain benefits clearly, and apply a proven process. This role emphasizes client service, reliability, and the ability to work independently while staying aligned with team goals.

Qualifications

• Clear and human communication with clients.
• Ability to work independently without direct supervision.
• Openness to a proven process and guidelines.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Support and enroll clients who request guidance.
• Partner with a growing team and use provided tools.
• Deliver client-centered financial services guidance.
• Maintain a remote-friendly work routine with balance.

Skills

Clear communication

Self-motivation

Process-oriented

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”