Remote Client Benefits Advisor - Enrollment & Support

AO Garcia Agency; West Valley City (UT); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Garcia Agency in the United States is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, using provided tools and mentorship.

You will be paired with a growing team, benefit from training, and contribute to meaningful work that helps families. The schedule is flexible, with a focus on delivering value through consistent, scheduled engagements rather than one-off calls.

Qualifications

• Clear, human communication is required.
• Ability to work independently without micromanagement.
• Willingness to follow a proven process and embrace structured steps.

Responsibilities

• Enroll and support clients seeking financial guidance remotely.
• Facilitate benefit discussions as part of the client journey.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

AO Garcia Agency in the United States is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, using provided tools and mentorship.

You will be paired with a growing team, benefit from training, and contribute to meaningful work that helps families. The schedule is flexible, with a focus on delivering value through consistent, scheduled engagements rather than one-off calls.