Remote Benefits Concierge: Client Advocate & Trainer

AO Garcia Agency; Noblesville (IN); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Mentorship

Flexible schedule

Training opportunities

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, paired with a growing team, with access to tools and mentorship.

You will deliver web presentations from a home office and build a schedule that fits real life. The role emphasizes training, leaders who stay involved, and meaningful work that matters to families.

Qualifications

• Clear communication with clients.
• Self-discipline: work without a supervisor.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team with mentorship and tools.
• Deliver web presentations from a home office.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, paired with a growing team, with access to tools and mentorship.

You will deliver web presentations from a home office and build a schedule that fits real life. The role emphasizes training, leaders who stay involved, and meaningful work that matters to families.