Remote Benefits Guidance Specialist

AO Garcia Agency; Hagerstown (MD); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Fully remote

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You’ll enroll and support clients who seek guidance, pairing with a growing team and benefiting from tools and mentorship.

Responsibilities emphasize building relationships with families, presenting a clear process, and maintaining a schedule that fits real life. This is a remote, client-centric position with meaningful, ongoing client engagement.

Qualifications

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

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and receive mentorship.
• Engage clients via remote presentations and conversations.

Skills

Clear communication

Self-discipline

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”