Remote Client Benefits Advisor for Families

AO Garcia Agency; Columbus (GA); Remote; USD 60,000 - 80,000; 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, receive tools and mentorship, and enroll and support clients who asked for guidance.

We value clear, human communication, disciplined self-management, and openness to a proven process. The position emphasizes benefits conversations and meaningful, real-life impact for families.

Qualifications

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”

Responsibilities

• Client-facing, fully remote, financial services.
• You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

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, receive tools and mentorship, and enroll and support clients who asked for guidance.

We value clear, human communication, disciplined self-management, and openness to a proven process. The position emphasizes benefits conversations and meaningful, real-life impact for families.