Remote Benefits Concierge Specialist

AO Garcia Agency; Noblesville (IN); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Mentorship

Flexible schedule

Training opportunities

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, paired with a growing team, with access to tools and mentorship.

You will deliver web presentations from a home office and build a schedule that fits real life. The role emphasizes training, leaders who stay involved, and meaningful work that matters to families.

Qualifications

• Clear communication with clients.
• Self-discipline: work without a supervisor.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team with mentorship and tools.
• Deliver web presentations from a home office.

Skills

Clear communication

Self-discipline

Process-oriented

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"