Remote Benefits Education Specialist

AO Garcia Agency; Bethlehem (Northampton County); Remote; USD 42,000 - 66,000; Full time

Job summary

AO Garcia Agency seeks a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, delivering value through clear, human communication.

You will be paired with a growing team, receive tools and mentorship, and operate within a process that respects real-life schedules and a portfolio of ongoing client relationships rather than one-off calls.

Qualifications

• Clear and human communication is essential.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Collaborate with a growing team and use provided tools and mentorship.
• Deliver client-focused financial services remotely.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

AO Garcia Agency seeks a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, delivering value through clear, human communication.

You will be paired with a growing team, receive tools and mentorship, and operate within a process that respects real-life schedules and a portfolio of ongoing client relationships rather than one-off calls.