Remote Benefits Navigator — Client Guidance Specialist

Aogarciaagency; Sumter (SC); Remote; USD 50,000 - 85,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Mentorship program

Job summary

Aogarciaagency is expanding its client-facing team in the financial services space. This fully remote role partners you with a growing team, providing tools and mentorship to enroll and support clients who seek guidance.

You’ll present information through web sessions and contribute to meaningful work that helps families plan their finances. Join a company that values disciplined process, clear communication, and a focus on benefits conversations over pure sales energy.

Qualifications

• Clear and human communication is essential.
• Discipline without direct supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present information and facilitate decisions with clients online.
• Collaborate with a growing team and mentors to improve client outcomes.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Aogarciaagency is expanding its client-facing team in the financial services space. This fully remote role partners you with a growing team, providing tools and mentorship to enroll and support clients who seek guidance.

You’ll present information through web sessions and contribute to meaningful work that helps families plan their finances. Join a company that values disciplined process, clear communication, and a focus on benefits conversations over pure sales energy.