Remote Benefits Advisor — Client-Focused & Flexible

AO Garcia Agency; Clifton (NJ); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a client-focused professional to join our fully remote financial services team. You will enroll and support clients who seek guidance while collaborating with a growing team.

This role emphasizes clear, human communication, training and mentorship, and a flexible schedule that respects real life.

Join a process-driven environment where your work matters to families and you contribute to meaningful outcomes.

Qualifications

• Clear, human communication with clients.
• Self-discipline with minimal supervision.
• Open to a proven sales process and benefits conversations.

Responsibilities

• Enroll and support clients seeking guidance.
• Present and explain benefits in a client-friendly way.
• Collaborate with a growing team and mentors.

Skills

Clear communication

Self-discipline

Benefits conversations

Job description

AO Garcia Agency is seeking a client-focused professional to join our fully remote financial services team. You will enroll and support clients who seek guidance while collaborating with a growing team.

This role emphasizes clear, human communication, training and mentorship, and a flexible schedule that respects real life.

Join a process-driven environment where your work matters to families and you contribute to meaningful outcomes.