Remote Benefits Account Representative

AO Garcia Agency; Waukesha (WI); Remote; USD 52,000 - 76,000; Full time

Job summary

AO Garcia Agency is seeking a remote client-facing role in financial services. You will enroll and support clients who have requested guidance, paired with a growing team, with tools and mentorship to help you succeed.

The position emphasizes work that matters to families and a schedule you can build around real life. Join a program that values clear communication, self-discipline, and openness to a proven process, with a focus on discussing benefits as part of the conversation rather than

Qualifications

• Clear and human communication.
• 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 in financial services.
• Work with a growing team and receive mentorship and tools.
• Maintain a schedule you can build around real life.

Skills

Clear communication

Self-discipline

Process-oriented

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"