Remote Benefits Advisor for Families

AO Garcia Agency; Hagerstown (MD); À distance; USD 50 000 - 70 000; Plein temps

Avantages offerts par ce poste

Fully remote

Résumé du poste

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You’ll enroll and support clients who seek guidance, pairing with a growing team and benefiting from tools and mentorship.

Responsibilities emphasize building relationships with families, presenting a clear process, and maintaining a schedule that fits real life. This is a remote, client-centric position with meaningful, ongoing client engagement.

Qualifications

• Clear and human communication is required.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsabilités

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and receive mentorship.
• Engage clients via remote presentations and conversations.

Connaissances

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Description du poste

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You’ll enroll and support clients who seek guidance, pairing with a growing team and benefiting from tools and mentorship.

Responsibilities emphasize building relationships with families, presenting a clear process, and maintaining a schedule that fits real life. This is a remote, client-centric position with meaningful, ongoing client engagement.