Remote Benefits Advisor — Family-Focused & Impactful Help

AO Garcia Agency; Lexington (KY); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Mentorship program

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, using webinars and one-on-one sessions from your home office.

You’ll join a growing team with mentorship, a proven process, and tools to help families make informed benefits decisions. A schedule that adapts to real life and ongoing training are provided to help you grow in this role.

Qualifications

• Requirements emphasize clear and human communication.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations and virtual sessions.
• Collaborate with mentors and a growing team.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, using webinars and one-on-one sessions from your home office.

You’ll join a growing team with mentorship, a proven process, and tools to help families make informed benefits decisions. A schedule that adapts to real life and ongoing training are provided to help you grow in this role.