Remote Client Benefits Advisor

AO Garcia Agency; Williston (ND); Remote; USD 40,000 - 70,000; Full time

Job summary

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

This position emphasizes clear, human communication, discipline without direct supervision, openness to a proven process, and a focus on benefits conversations rather than just sales energy, with a schedule that fits real life.

Qualifications

• Clear, human communication is essential.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Provide client-facing financial services support remotely.
• Leverage mentorship and tools provided by the team.
• Contribute to a growing, client-focused practice.

Skills

Clear communication

Self-discipline

Open to proven process

Benefits conversations

Job description

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

This position emphasizes clear, human communication, discipline without direct supervision, openness to a proven process, and a focus on benefits conversations rather than just sales energy, with a schedule that fits real life.