Remote Benefits Advisor for Families

AO Garcia Agency; Santa Fe (NM); Remote; USD 45,000 - 60,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional to guide families through financial services. You’ll join a growing team, receive mentorship, and use designed tools to support clients who seek guidance. You’ll enroll clients, present information, and help them build plans.

The role emphasizes clear, humane communication, disciplined work habits, and following a proven process. This remote position lets you adapt around real life, with training and leadership involvement,

Qualifications

• Clear, human communication with clients is essential.
• Demonstrated self-discipline and ability to work independently.
• Ability to follow a proven process and guidelines.
• Interest in benefits conversations as part of guidance.

Responsibilities

• Enroll and support clients seeking guidance on financial services.
• Present information and help clients build plans with trainers

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote professional to guide families through financial services. You’ll join a growing team, receive mentorship, and use designed tools to support clients who seek guidance. You’ll enroll clients, present information, and help them build plans.

The role emphasizes clear, humane communication, disciplined work habits, and following a proven process. This remote position lets you adapt around real life, with training and leadership involvement,