Remote Benefits Concierge 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

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• 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”