Remote Benefits Advisor — Financial Services

AO Garcia Agency; Springfield (OR); Remote; USD 40,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing financial services professional for a fully remote role in the United States. You will enroll and support clients who asked for guidance, using provided tools and mentorship to help families make informed decisions.

You’ll work with a growing team, enjoy leadership involvement, and benefit from a schedule you can build around real life. This remote-first position emphasizes meaningful work that matters to families.

Qualifications

• Clear and human communication is essential.
• Discipline without supervision.
• Open to a proven process.
• Interested in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations to client groups.
• Maintain a portfolio of clients you continue to serve.
• Coordinate with leadership and mentorship resources to guide clients.

Skills

Clear communication

Self-discipline

Adaptability

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing financial services professional for a fully remote role in the United States. You will enroll and support clients who asked for guidance, using provided tools and mentorship to help families make informed decisions.

You’ll work with a growing team, enjoy leadership involvement, and benefit from a schedule you can build around real life. This remote-first position emphasizes meaningful work that matters to families.