Remote Benefits Liaison - Client-Focused Guidance

AO Garcia Agency; Spring Hill (TN); Remote; USD 40,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role within financial services. You will enroll and support clients who have requested guidance, backed by tools and mentorship.

You will work with a growing team, receive training, and help families through benefit conversations, not just sales energy. The schedule is flexible, designed to fit real-life commitments.

Join a team that values clear communication and disciplined execution while delivering meaningful impact.

Qualifications

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

Responsibilities

• Enroll and support clients who seek guidance.
• Work with a growing team and mentors.
• Deliver training and support in financial services.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role within financial services. You will enroll and support clients who have requested guidance, backed by tools and mentorship.

You will work with a growing team, receive training, and help families through benefit conversations, not just sales energy. The schedule is flexible, designed to fit real-life commitments.

Join a team that values clear communication and disciplined execution while delivering meaningful impact.