Remote Benefits Team Leader in Training

AO Garcia Agency; La Vista (NE); Remote; USD 50,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a client-focused role that is fully remote, serving clients across the United States. You will enroll and support clients who request guidance, using provided tools and mentorship to deliver meaningful financial services.

This position emphasizes clear communication, independence, and adherence to a proven process, with training and leadership involvement to help you grow while you serve families.

Qualifications

• Excellent verbal and written communication.
• Ability to work independently without micromanagement.
• Willingness to follow a proven sales process.
• Interest in discussing benefits with clients, not just sales.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present financial services solutions remotely.
• Participate in team training and leadership activities.
• Manage client relationships with a focus on real-life outcomes.

Skills

Clear communication

Self-discipline

Process-oriented

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"