Remote Benefits Advisor — Part-Time, Family-Focused

AO Garcia Agency; La Crosse (WI); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency seeks a client-facing professional for a fully remote role in financial services. You will join a growing team, receive mentorship, and guide clients who seek knowledgeable guidance.

You will thrive with a schedule you can build around real life, enjoy training and leadership involvement, and carry a portfolio of clients you continue to serve 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.
• Provide mentorship and training to clients and work with a growing team.
• Engage clients in benefits conversations and guide them through processes.

Job description

AO Garcia Agency seeks a client-facing professional for a fully remote role in financial services. You will join a growing team, receive mentorship, and guide clients who seek knowledgeable guidance.

You will thrive with a schedule you can build around real life, enjoy training and leadership involvement, and carry a portfolio of clients you continue to serve rather than one-off calls.