Remote Benefits Advisor - Client-Focused & Flexible Schedule

AO Garcia Agency; Waukegan (IL); Remote; USD 45,000 - 65,000; Full time

Job summary

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

In this role you’ll build trust with families, work on meaningful projects, and follow a proven process. You’ll manage a flexible schedule that fits real life while contributing to a portfolio of ongoing client engagements.

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.
• Collaborate with a growing team to deliver consistent client experiences.

Skills

Clear communication

Self-discipline

Process adoption

Benefits conversations

Job description

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

In this role you’ll build trust with families, work on meaningful projects, and follow a proven process. You’ll manage a flexible schedule that fits real life while contributing to a portfolio of ongoing client engagements.