Remote Benefits Advisor for Family-Focused Guidance

AO Garcia Agency; Council Bluffs (IA); Remote; USD 50,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote financial services professional to enroll and support clients who requested guidance. You will be paired with a growing team, provided tools and mentorship, and help families plan and understand their options.

You can expect a schedule you can build around real-life commitments, ongoing training, and the chance to work on a portfolio of clients you keep serving rather than one-off calls.

Qualifications

• Communication that is clear and human.
• Discipline without a supervisor in the hallway.
• Openness to 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, with tools and mentorship provided.
• Maintain client relationships and communicate clearly to help families understand options.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote financial services professional to enroll and support clients who requested guidance. You will be paired with a growing team, provided tools and mentorship, and help families plan and understand their options.

You can expect a schedule you can build around real-life commitments, ongoing training, and the chance to work on a portfolio of clients you keep serving rather than one-off calls.