Remote Benefits Advisor for Family-Focused Clients

AO Garcia Agency; Brattleboro (VT); Remote; USD 46,000 - 70,000; Full time

Benefits offered by this job

Home office

Web presentations

Work that matters to families

Mentorship from leaders

Flexible schedule

Job summary

AO Garcia Agency in the United States is seeking a client-facing role that operates fully remote within financial services. You will enroll and support clients seeking guidance, paired with a growing team, with tools and mentorship to help deliver meaningful, value-driven interactions.

The role emphasizes training and leadership involvement, a schedule that adapts to real life, and responsibilities that extend beyond a single call, building a lasting client relationship.

Qualifications

• Clear, human communication is essential.
• Ability to work without constant supervision.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who ask for guidance.
• Collaborate with a growing team, using provided tools and mentorship.
• Deliver presentations and guidance from a home office setting.

Skills

Clear communication

Self-motivation

Discipline

Open to process

Benefits conversations

Job description

AO Garcia Agency in the United States is seeking a client-facing role that operates fully remote within financial services. You will enroll and support clients seeking guidance, paired with a growing team, with tools and mentorship to help deliver meaningful, value-driven interactions.

The role emphasizes training and leadership involvement, a schedule that adapts to real life, and responsibilities that extend beyond a single call, building a lasting client relationship.