Remote Benefits Intake Associate

AO Garcia Agency; Huron (SD); Remote; USD 40,000 - 60,000; 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, leveraging tools and mentorship from a growing team.

You will be paired with a collaborative team, engage in ongoing client engagements, delivering guidance with clarity and care in a flexible remote setting.

This role suits self-motivated professionals who value service, process, and work-life balance.

Qualifications

• Clear and human communication is required.
• Self-discipline and ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Collaborate with a growing team and use provided tools and mentorship.
• Engage in client engagements and deliver guidance with clarity and care.

Skills

Communication

Self-discipline

Process adherence

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"