Remote Benefits Advisor

AO Garcia Agency

Elizabethtown (KY)

Remote

USD 42,000 - 65,000

Full time

3 days ago
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Benefits offered by this job

Fully remote
Mentorship program
Flexible schedule
Ongoing training

Job summary

AO Garcia Agency is hiring for a client-facing, fully remote role in financial services. You will enroll and support clients who are seeking guidance, and collaborate with a growing team that provides tools and mentorship.

The schedule is designed to fit real life, with a focus on delivering meaningful help rather than pushing hard sales. Expect opportunities to present via web sessions and engage in benefits conversations that matter to families, backed by a proven process and supportive

Qualifications

  • Clear, human communication with clients.
  • Ability to work independently without constant supervision.
  • Willingness to follow a proven process and framework.

Responsibilities

  • Enroll and support clients seeking guidance in financial services.
  • Contribute to a growing team with mentorship and tools.
  • Deliver guidance via web presentations and digital channels.
  • Build relationships with families through meaningful, schedule-friendly interactions.

Skills

Clear communication
Self-discipline
Adaptability
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"
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