Remote Benefits Advisor for Families

AO Garcia Agency; Helena (MT); Remoto; USD 40.000 - 60.000; Tempo pieno

Descrizione del lavoro

AO Garcia Agency seeks a client-facing, fully remote professional in financial services. You will enroll and support clients who request guidance, with mentorship and tools provided. The role emphasizes remote web presentations, a schedule that accommodates real life, and ongoing service to a client portfolio.

Join a growing team and work within a proven process, focusing on value for families through insightful benefits conversations, not just sales energy.

Competenze

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

Mansioni

• Enroll and support clients who request guidance.
• Deliver web presentations and participate in remote client interactions.
• Collaborate with a growing team, using provided tools and mentorship.
• Maintain a client portfolio through ongoing remote engagement.

Conoscenze

Clear communication

Self-discipline

Open to proven process

Benefits conversations

Remote work

Descrizione del lavoro

AO Garcia Agency seeks a client-facing, fully remote professional in financial services. You will enroll and support clients who request guidance, with mentorship and tools provided. The role emphasizes remote web presentations, a schedule that accommodates real life, and ongoing service to a client portfolio.

Join a growing team and work within a proven process, focusing on value for families through insightful benefits conversations, not just sales energy.