Remote Benefits Concierge — Client Guidance & Enrollment

AO Garcia Agency; Oxford (MS); Remote; USD 42,000 - 68,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional in financial services for a fully remote role. You will guide families through benefits conversations and planning, joining a growing team with mentorship and the tools to support clients who request guidance.

You will work with leaders who stay involved and enjoy a schedule you can build around real life, focusing on meaningful work that helps families plan for their futures.

Qualifications

• Clear, human communication.
• Self-discipline with minimal supervision.
• Openness to a proven process and adherence to it.
• Interest in benefits conversations, not just “sales energy”.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage with client-facing activities in a fully remote financial services environment.

Skills

Clear communication

Self-discipline

Process oriented

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional in financial services for a fully remote role. You will guide families through benefits conversations and planning, joining a growing team with mentorship and the tools to support clients who request guidance.

You will work with leaders who stay involved and enjoy a schedule you can build around real life, focusing on meaningful work that helps families plan for their futures.