Remote Benefits Intake Associate

AO Garcia Agency; Georgetown (DE); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Home office

Web presentations

Meaningful work

Flexible schedule

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive mentorship, and enroll and support clients who request guidance.

Expect a training-forward environment with leaders who stay involved, a flexible schedule, and ongoing opportunities to engage families through meaningful interactions and a durable client portfolio.

Qualifications

• Clear, human communication is essential.
• Ability to work with minimal supervision.
• Willingness to follow a proven sales/brokerage process.
• Interest in discussing benefits, not just sales energy.

Skills

Clear communication

Self-motivation

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"