Remote Benefits Presenter & Client Advisor

AO Garcia Agency; Milford (CT); Remote; USD 55,000 - 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 be paired with a growing team, receive tools and mentorship, and be responsible for enrolling and supporting clients who seek guidance.

The position emphasizes training, leadership involvement, and the ability to build a schedule that fits real-life commitments, while maintaining a portfolio of clients you continue to serve.

Qualifications

• Clear and human communication is required.
• Disciplined work style with minimal supervision.
• Openness to following a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Collaborate with a growing team and utilize provided tools and mentorship.
• Deliver client-facing service in a fully remote financial services context.

Skills

Clear communication

Discipline

Process orientation

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and be responsible for enrolling and supporting clients who seek guidance.

The position emphasizes training, leadership involvement, and the ability to build a schedule that fits real-life commitments, while maintaining a portfolio of clients you continue to serve.