Remote Benefits Team Leader in Training

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

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”