Remote Benefits Guidance Specialist

AO Garcia Agency; Corpus Christi (TX); Remote; USD 55,000 - 75,000; Full time

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 seek guidance, backed by mentorship and tools. The position emphasizes meaningful work for families and flexible scheduling that fits real-life commitments.

Join a growing team where training and leadership stay involved, and where you manage a portfolio of clients through a proven process focused on benefits conversations rather than pure sales energy.

Qualifications

• Clear and human communication
• Ability to work without direct supervision
• Openness to follow a proven process
• Interest in discussing benefits, not just sales energy

Responsibilities

• Enroll and support clients in a fully remote financial services environment
• Use provided mentorship and tools to guide client decisions
• Build relationships with families and deliver value via benefits discussions

Skills

Clear communication

Autonomy

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"