Remote Client Benefits Advisor

AO Garcia Agency; Mesquite (NV); Remote; USD 42,000 - 65,000; Full time

Job summary

AO Garcia Agency is recruiting for a client-facing, fully remote role in financial services. You will be paired with a growing team, given tools and mentorship, and you are expected to enroll and support clients who asked for guidance.

The position offers training and leaders who stay involved, and a schedule you can build around real life, with a portfolio you keep serving rather than a stack of one-off calls.

Qualifications

• Clear and human communication is required.
• Discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits with clients.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide client-facing guidance in a remote financial services setup.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

AO Garcia Agency is recruiting for a client-facing, fully remote role in financial services. You will be paired with a growing team, given tools and mentorship, and you are expected to enroll and support clients who asked for guidance.

The position offers training and leaders who stay involved, and a schedule you can build around real life, with a portfolio you keep serving rather than a stack of one-off calls.