Remote Client Benefits Advisor

AO Garcia Agency; East Honolulu (HI); Remote; USD 60,000 - 90,000; Full time

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 asked for guidance, pairing with a growing team and receiving tools and mentorship to succeed.

Expect a schedule you can build around real life, and the opportunity to work on meaningful, family-focused financial guidance with supportive leaders who stay involved.

Qualifications

• Clear and human communication is essential.
• Work independently with discipline, no constant supervision.
• Wamiliarity with a proven process is expected.
• Interest in benefits conversations beyond sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage mentorship.
• Deliver client-facing service in a remote financial services environment.
• Utilize web presentations to communicate with clients.

Skills

Clear communication

Self-motivation

Discipline

Open to process

Benefits conversations

Tools

Web presentations

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team and receiving tools and mentorship to succeed.

Expect a schedule you can build around real life, and the opportunity to work on meaningful, family-focused financial guidance with supportive leaders who stay involved.