Remote Benefits Concierge for Families

AO Garcia Agency; Meridian (ID); Remote; USD 50,000 - 70,000; Full time

Job summary

AO Garcia Agency is hiring for a client-facing, fully remote position in the United States. You will be paired with a growing team, receive mentorship, and use provided tools to guide and enroll clients seeking financial guidance for their families.

The role emphasizes training, involved leadership, and a schedule that you can build around real life, delivering meaningful work that truly helps families.

Qualifications

• Excellent, clear, and human communication is required.
• Ability to work independently without supervision.
• Willingness to follow a proven process.

Responsibilities

• Onboard and support clients seeking guidance.
• Deliver training and mentorship resources.
• Coordinate with the team to enroll clients.

Skills

Clear communication

Self-motivation

Client-focused

Follow proven process

Job description

AO Garcia Agency is hiring for a client-facing, fully remote position in the United States. You will be paired with a growing team, receive mentorship, and use provided tools to guide and enroll clients seeking financial guidance for their families.

The role emphasizes training, involved leadership, and a schedule that you can build around real life, delivering meaningful work that truly helps families.