Remote Benefits Advisor — Client-Facing Support

AO Garcia Agency; Goodyear (AZ); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing financial services professional for a fully remote role. You will enroll and support clients who seek guidance, paired with a growing team, with tools and mentorship to succeed.

You will deliver web presentations, enjoy a schedule you can build around real life, and service a portfolio of clients rather than one-off calls. This role rewards clear, human communication and a disciplined, process-driven approach.

Qualifications

• Clear, human communication that is easy to understand.
• Disciplined work style with minimal supervision.
• Openness to following a proven process.
• Interest in discussing benefits with clients, not just selling energy.

Responsibilities

• Enroll and support clients who seek guidance in financial services.
• Present information via web presentations and virtual meetings.
• Collaborate with mentors and a growing team to deliver value to families.
• Maintain a portfolio of clients and manage ongoing relationships.

Skills

Clear communication

Self-discipline

Process oriented

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing financial services professional for a fully remote role. You will enroll and support clients who seek guidance, paired with a growing team, with tools and mentorship to succeed.

You will deliver web presentations, enjoy a schedule you can build around real life, and service a portfolio of clients rather than one-off calls. This role rewards clear, human communication and a disciplined, process-driven approach.