Remote Benefits Intake Associate

AO Garcia Agency; St. George (LA); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Mentorship and training

Impactful client work

Job summary

AO Garcia Agency seeks a client-facing professional to support families in a fully remote role. You will enroll and guide clients, working with a growing team and mentors, with access to training and leaders who stay involved.

The position offers a schedule you can build around real life and ongoing client portfolio support through web presentations. The role emphasizes clear, human communication, self-discipline without constant supervision, and openness to a proven process, including benefits

Qualifications

• Clear, human communication style is essential.
• Self-motivation and discipline without direct supervision.
• Openness to a proven process and structure.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and mentorship resources.
• Participate in training and leadership activities.
• Deliver web presentations to clients and prospects.

Skills

Clear communication

Self-motivation

Discipline in autonomous work

Process adaptation

Benefits conversation interest

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”