Remote Benefits Specialist for Families

AO Garcia Agency; Springfield (OH); Remote; USD 65,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a remote, client-facing role in financial services. You will enroll and support clients who request guidance, with access to tools and mentorship as part of a growing team.

The position focuses on meaningful work for families, with training and involved leadership, and an adaptable schedule allowing real-life balance. The opportunity emphasizes home-office work, web presentations, and a portfolio of ongoing client relationships rather than one-off calls, enabling you

Qualifications

• Clear and human communication
• 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.
• Provide guidance to clients via web presentations.
• Collaborate with the team to deliver client-focused service.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

AO Garcia Agency is seeking a remote, client-facing role in financial services. You will enroll and support clients who request guidance, with access to tools and mentorship as part of a growing team.

The position focuses on meaningful work for families, with training and involved leadership, and an adaptable schedule allowing real-life balance. The opportunity emphasizes home-office work, web presentations, and a portfolio of ongoing client relationships rather than one-off calls, enabling you