Remote Benefits Team Leader in Training

AO Garcia Agency; Anaheim (CA); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Home office setup

Web presentations provided

Means to build a portfolio of clients

Training from engaged leaders

Flex scheduling

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, backed by a growing team, tools, and mentorship.

The position emphasizes flexible scheduling, meaningful work for families, and ongoing training from engaged leaders who stay involved.

Qualifications

• Clear, human communication
• Discipline without direct supervision
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”

Responsibilities

• Client-facing role in a fully remote setting within financial services.
• Enroll and support clients who asked for guidance; provide ongoing help.
• Deliver web presentations and presentations to clients as needed.

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”