Remote Benefits Coordinator - Client Guidance & Enrollment

AO Garcia Agency; Peoria (AZ); Remote; USD 60,000 - 85,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional to enroll and support clients seeking guidance in financial services. You will join a growing team, receive tools and mentorship, and contribute to work that meaningfully helps families.

You’ll present information via web sessions from a home office, structure your schedule around real life, and apply a proven process to guide benefits conversations, not just sales energy. Training and leaders stay involved.

Qualifications

• Clear and humane communication.
• Disciplined, able to work without direct supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations from a home office, using a proven process.
• Collaborate with a growing team and rely on mentorship and tools.

Job description

AO Garcia Agency is seeking a client-facing, fully remote professional to enroll and support clients seeking guidance in financial services. You will join a growing team, receive tools and mentorship, and contribute to work that meaningfully helps families.

You’ll present information via web sessions from a home office, structure your schedule around real life, and apply a proven process to guide benefits conversations, not just sales energy. Training and leaders stay involved.