Remote Client Benefits Advisor

AO Garcia Agency; Durham (NC); A distancia; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

AO Garcia Agency is a client-facing remote role in financial services focused on guiding families and individuals. You will enroll and support clients who seek guidance, backed by mentorship and a proven process.

Work with a growing team, leveraging specialized tools while maintaining a schedule you can build around real life. You will contribute to meaningful outcomes for families, deliver clear communication, and thrive in a fully remote environment with ongoing training and leadership

Formación

• Clear, human communication is essential.
• Self-discipline with minimal supervision.
• Openness to following a proven process.
• Interest in benefits conversations, not just sales energy.

Responsabilidades

• Enroll clients and guide them through fintech-related guidance.
• Support clients who ask for guidance to achieve their goals.
• Collaborate with a remote team using provided tools and mentorship.

Conocimientos

Clear communication

Self-discipline

Process orientation

Benefits conversation

Descripción del empleo

AO Garcia Agency is a client-facing remote role in financial services focused on guiding families and individuals. You will enroll and support clients who seek guidance, backed by mentorship and a proven process.

Work with a growing team, leveraging specialized tools while maintaining a schedule you can build around real life. You will contribute to meaningful outcomes for families, deliver clear communication, and thrive in a fully remote environment with ongoing training and leadership