Remote Client Benefits Advisor

AO Garcia Agency; Suffolk (VA); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office

Web presentations

Flexible schedule

Mentorship & training

Job summary

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

The position emphasizes a schedule you can build around real life, a focus on helping clients through benefits conversations, and a continuous engagement with a portfolio of clients rather than one-off calls.

Qualifications

• Clear and human communication.
• Discipline to work without a supervisor.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Maintain client relationships in a client-facing, fully remote setting.
• Receive mentorship and work with a growing team to serve families.

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"