Remote Benefits Representative

AO Garcia Agency; Brooklyn Park (MN); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Garcia Agency is hiring for a client-facing role in financial services that is fully remote. You will join a growing team, receive tools and mentorship, and help enroll and support clients seeking guidance.

The role emphasizes meaningful work for families, flexible scheduling you can build around real life, and ongoing training with leaders who stay involved. You will manage a portfolio of clients you serve over time.

Qualifications

• Clear and human communication is essential for client-facing roles.
• Self-discipline with minimal supervision is required.
• Willingness to follow a proven process and framework.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Engage clients with a clear, human approach.
• Contribute to a portfolio of ongoing client relationships.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”