Remote Client Benefits Advisor - Flexible Hours & Impact

AO Garcia Agency; Savannah (GA); Remote; USD 45,000 - 60,000; Full time

Job summary

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

Expect to handle home-office web presentations, time management that fits real-life schedules, and ongoing service to families. Training and leadership support are emphasized to help you succeed in a flexible, impactful position.

Qualifications

• Strong verbal and written communication.
• Ability to work independently with minimal supervision.
• Comfort with a proven, structured sales- or benefits-process.

Responsibilities

• Enroll and support clients who seek guidance.
• Engage in benefits conversations within a financial services context.
• Operate in a client-facing, fully remote role with a disciplined schedule.

Skills

Clear communication

Self-motivation

Process adherence

Job description

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

Expect to handle home-office web presentations, time management that fits real-life schedules, and ongoing service to families. Training and leadership support are emphasized to help you succeed in a flexible, impactful position.