Remote Client Benefits Advisor — Family-Focused Finance

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

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.