Remote Benefits Specialist — Client Guidance & Impact

AO Garcia Agency; Goose Creek (SC); Remote; USD 40,000 - 65,000; Full time

Job summary

AO Garcia Agency is a client-facing, fully remote role in financial services designed to help families. You will enroll and support clients who asked for guidance, using a proven process and the tools provided by the team.

You’ll receive mentorship from leaders who stay involved, a schedule you can build around real life, and meaningful work that makes a difference for families through benefits discussions.

Qualifications

• Clear and human communication style.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits with clients.

Responsibilities

• Enroll and support clients who requested guidance.
• Represent a client-facing role in a remote financial services team.

Skills

Clear communication

Self-motivation

Process orientation

Benefits conversations

Job description

AO Garcia Agency is a client-facing, fully remote role in financial services designed to help families. You will enroll and support clients who asked for guidance, using a proven process and the tools provided by the team.

You’ll receive mentorship from leaders who stay involved, a schedule you can build around real life, and meaningful work that makes a difference for families through benefits discussions.