Remote Benefits Account Representative

AO Garcia Agency; Lenexa (KS); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional in the United States to guide families through benefits conversations and financial guidance. You will enroll and support clients who asked for guidance, leveraging mentorship and tools provided by a growing team.

You'll join a role focused on real-life impact, with flexible scheduling, clear expectations, and a proven process. This position emphasizes independent work, clear communication, and a collaborative environment

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.
• Pair with a growing team, receiving tools and mentorship.
• Present information and guidance to clients via web presentations.

Skills

Clear communication

Self-motivation

Discipline

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"