Remote Benefits Navigator – Client-Focused Financial Guidance

Aogarciaagency; Nicholasville (KY); Remote; USD 45,000 - 75,000; Full time

Job summary

Aogarciaagency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, equipped with tools and mentorship.

This position offers the flexibility to build around real life, with home-office work and ongoing training from leaders who stay involved. You’ll engage families through benefits conversations and meaningful, value-driven support.

Qualifications

• Clear, human communication.
• Self-motivated with no direct 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 web presentations from a home office.
• Build relationships with families through benefits discussions.

Skills

Communication

Self-discipline

Process orientation

Benefits discussions

Job description

Aogarciaagency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, equipped with tools and mentorship.

This position offers the flexibility to build around real life, with home-office work and ongoing training from leaders who stay involved. You’ll engage families through benefits conversations and meaningful, value-driven support.