Remote Benefits Advisor — Family-Focused Financial Services

AO Garcia Agency; Casper (WY); Remote; USD 55,000 - 85,000; Full time

Job summary

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

This position emphasizes meaningful work that benefits families, with a flexible schedule and ongoing training from leaders who stay involved. You’ll focus on conversations about benefits, not just sales energy, and help families make informed decisions.

Qualifications

• Communication that is clear and human.
• + Self-motivation and discipline to work without direct supervision.
• + Willingness to follow 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 and leverage provided tools and mentorship.
• Engage clients in benefits discussions and guide informed decisions.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

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

This position emphasizes meaningful work that benefits families, with a flexible schedule and ongoing training from leaders who stay involved. You’ll focus on conversations about benefits, not just sales energy, and help families make informed decisions.