Remote Benefits Enrollment Advisor

AO Garcia Agency; Iowa City (IA); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Mentorship from leaders

Ongoing client portfolio

Job summary

AO Garcia Agency is seeking a remote client-facing role in financial services. The ideal candidate will enroll and support clients who seek guidance, working with a growing team, with tools and mentorship available.

Expect to engage with families, present via web conferences, and manage a schedule that fits real life while building a portfolio of ongoing client relationships.

Qualifications

• Clear and human communication style.
• Self-motivated with discipline and accountability.
• Open to following a proven sales/benefits process.
• Interested in benefits conversations, not only sales energy.

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”