Remote Benefits Enrollment Advisor

AO Garcia Agency; Martinsburg (WV); Remote; USD 42,000 - 66,000; Full time

Job summary

AO Garcia Agency in the United States is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, using provided tools and mentorship to deliver clear, human-centered advice.

This position offers training and leadership that stays engaged, a schedule you can tailor to real life, and work that matters to families as you build lasting client relationships.

Qualifications

• Must communicate clearly and humanely.
• Able to work independently without direct supervision.
• Open to following a proven process.
• Interested in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance remotely.
• Maintain professional, client-focused communication.
• Follow established processes to deliver service.

Skills

Clear communication

Self-motivation

Discipline

Openness to process

Customer-focused

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”