Remote Benefits Advisor for Families

AO Garcia Agency; Missoula (MT); Remote; USD 50,000 - 82,000; Full time

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, working with a growing team and mentors who stay involved throughout the process.

The position emphasizes a schedule that fits real life and a portfolio you continue to serve rather than isolated, one-off calls, offering exposure to meaningful, family-focused financial guidance.

Qualifications

• Clear, human communication style is essential.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Be paired with a growing team and mentorship.
• Work in a client-focused financial services environment.

Skills

Clear communication

Client-facing

Independent work

Process adherence

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, working with a growing team and mentors who stay involved throughout the process.

The position emphasizes a schedule that fits real life and a portfolio you continue to serve rather than isolated, one-off calls, offering exposure to meaningful, family-focused financial guidance.