Remote Benefits Concierge & Enrollment Specialist

AO Garcia Agency; Lee's Summit (MO); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Flexible schedule

Work from home

Job summary

AO Garcia Agency is seeking a remote, client-facing specialist in financial services. You will enroll and support clients who seek guidance, delivering clear, human communication and a proven process.

Work from home with a schedule that fits real life, receiving tools and mentorship to help families make informed financial decisions—focusing on helping clients with benefits conversations, not just sales.

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.
• Maintain client-facing interactions in a fully remote financial services setting.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

AO Garcia Agency is seeking a remote, client-facing specialist in financial services. You will enroll and support clients who seek guidance, delivering clear, human communication and a proven process.

Work from home with a schedule that fits real life, receiving tools and mentorship to help families make informed financial decisions—focusing on helping clients with benefits conversations, not just sales.