Remote Benefits Advisor for Families & Clients

AO Garcia Agency; Pueblo (CO); À distance; USD 60 000 - 85 000; Plein temps

Résumé du poste

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who ask for guidance, supported by tools and mentorship from a growing team. The position offers work that matters to families and a schedule you can build around real life.

Join a leadership group that stays involved, with training and a portfolio you’ll keep serving, not a single call push. This role emphasizes meaningful client interactions over high-pressure sales.

Qualifications

• Clear and human communication style.
• Self-discipline without direct supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just “sales energy”.

Responsabilités

• Enroll and support clients who asked for guidance.
• Be client-facing and service-oriented in a fully remote setup.

Connaissances

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Description du poste

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who ask for guidance, supported by tools and mentorship from a growing team. The position offers work that matters to families and a schedule you can build around real life.

Join a leadership group that stays involved, with training and a portfolio you’ll keep serving, not a single call push. This role emphasizes meaningful client interactions over high-pressure sales.