Remote Benefits Outreach Specialist

AO Garcia Agency; Saint Charles (MO); Remote; USD 60,000 - 90,000; 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, using provided tools and mentorship to help families achieve goals.

You will pair with a growing team, receive training, and work within a schedule that fits real-life commitments, while maintaining a portfolio of clients you keep serving. This role emphasizes clear communication and a proven process to deliver meaningful outcomes.

Qualifications

• Clear, human-centric communication with clients.
• Ability to work independently without direct supervision.
• Willingness to follow a proven process and framework.

Responsibilities

• Enroll and support clients who ask for guidance.
• Deliver virtual presentations and client-facing interactions.
• Build relationships in a remote, financial services setting.

Skills

Clear communication

Self-motivation

Discipline

Job description

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, using provided tools and mentorship to help families achieve goals.

You will pair with a growing team, receive training, and work within a schedule that fits real-life commitments, while maintaining a portfolio of clients you keep serving. This role emphasizes clear communication and a proven process to deliver meaningful outcomes.