Remote Benefits Advisor: Family-Focused, Client-Facing

AO Garcia Agency; Carson City (NV); Remote; USD 45,000 - 65,000; Full time

Job summary

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

In this position you’ll build a schedule that fits real life, handle conversations about benefits, and contribute meaningfully to families seeking financial guidance.

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”.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

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

In this position you’ll build a schedule that fits real life, handle conversations about benefits, and contribute meaningfully to families seeking financial guidance.