Remote Client Benefits Advisor | Family-Focused Finance

AO Garcia Agency; Montgomery (AL); Remote; USD 52,000 - 76,000; Full time

Benefits offered by this job

Mentorship

Fully remote work

Job summary

AO Garcia Agency is seeking a client-facing, fully remote financial services professional to enroll and support clients who request guidance. You’ll be paired with a growing team, receive tools and mentorship, and help families make informed financial decisions.

You’ll present information via web sessions, manage a schedule that fits real life, and contribute to a portfolio of ongoing client relationships rather than one-off calls.

Qualifications

• Clear, human communication with clients.
• Ability to work independently with minimal supervision.
• Willingness to follow a proven sales/engagement process.
• Interest in benefits conversations, not just hard sales.

Responsibilities

• Enroll and support clients who request guidance.
• Deliver web presentations to educate and assist clients.
• Maintain and grow a portfolio of ongoing client relationships.

Skills

Clear communication

Self-motivation

Discipline

Process adherence

Job description

AO Garcia Agency is seeking a client-facing, fully remote financial services professional to enroll and support clients who request guidance. You’ll be paired with a growing team, receive tools and mentorship, and help families make informed financial decisions.

You’ll present information via web sessions, manage a schedule that fits real life, and contribute to a portfolio of ongoing client relationships rather than one-off calls.