Remote Benefits Advisor for Families

AO Garcia Agency; Elyria (OH); Remote; USD 42,000 - 66,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing financial services professional for a fully remote role. You will enroll and support clients who seek guidance, paired with a growing team and mentorship to assist families in making informed decisions.

The position offers a schedule you can build around real life, with training and leaders who stay involved and opportunities to work on meaningful client outcomes.

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
• Work with a growing team and mentors

Skills

Clear communication

Job description

AO Garcia Agency is seeking a client-facing financial services professional for a fully remote role. You will enroll and support clients who seek guidance, paired with a growing team and mentorship to assist families in making informed decisions.

The position offers a schedule you can build around real life, with training and leaders who stay involved and opportunities to work on meaningful client outcomes.