Remote Benefits Concierge for Families

AO Garcia Agency; Dayton (OH); Remote; USD 40,000 - 60,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team and provided tools and mentorship to help clients who asked for guidance.

You will enroll and support clients, focusing on clarifying benefits and helping families make informed decisions, all while operating in a schedule that accommodates real life. Training and leadership stay involved to ensure your success.

Qualifications

• Clear and human communication.
• Self-motivated with discipline without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just “sales energy”.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present financial services solutions to clients in a client-facing role.
• Collaborate with a growing remote team and use provided tools and mentorship.

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team and provided tools and mentorship to help clients who asked for guidance.

You will enroll and support clients, focusing on clarifying benefits and helping families make informed decisions, all while operating in a schedule that accommodates real life. Training and leadership stay involved to ensure your success.