Remote Benefits Team Leader - Client-Facing & Impactful

AO Garcia Agency; Philadelphia (Philadelphia County); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Remote work

Mentorship

Job summary

AO Garcia Agency is seeking a remote client-facing advisor in financial services. The role centers on enrolling and supporting clients who seek guidance, with training and mentorship provided.

You will contribute to a portfolio of clients, with a schedule that fits real life, and you will present solutions in a clear, human way. The position emphasizes home-office work, web presentations, and an ongoing relationship with families rather than one-off calls.

Qualifications

• Clear and human communication is essential.
• Ability to work independently with minimal supervision.
• Willingness to follow a proven enrollment process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients remotely.
• Deliver clear, client-focused guidance.
• Participate in benefits conversations and education.
• Maintain relationships with families through ongoing support.

Skills

Clear communication

Self-motivation

Discipline

Process adherence

Benefits conversations

Job description

AO Garcia Agency is seeking a remote client-facing advisor in financial services. The role centers on enrolling and supporting clients who seek guidance, with training and mentorship provided.

You will contribute to a portfolio of clients, with a schedule that fits real life, and you will present solutions in a clear, human way. The position emphasizes home-office work, web presentations, and an ongoing relationship with families rather than one-off calls.