Remote Client Benefits Advocate

AO Garcia Agency; San Antonio (TX); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Home office setup

Web presentations

Flexible schedule

Mentorship and training

Meaningful client work

Job summary

AO Garcia Agency is hiring for a fully remote, client-facing role in financial services. You will enroll and support clients who seek guidance, using a proven process and tools provided by mentors on a growing team.

Expect a home office setup, web presentations, and a schedule you can align with real-life needs. This role focuses on meaningful help to families and ongoing client engagement.

Qualifications

• Clear and human communication is required.
• Ability to work without direct supervision.
• Willingness to follow a proven sales/client-engagement process.
• Interest in discussing benefits with clients, not just selling.

Responsibilities

• Enroll and support clients who request guidance.
• Collaborate with a growing team and leadership who stay involved.
• Deliver web-based presentations to clients from home office.

Skills

Communication

Self-discipline

Process adoption

Benefits conversations

Job description

AO Garcia Agency is hiring for a fully remote, client-facing role in financial services. You will enroll and support clients who seek guidance, using a proven process and tools provided by mentors on a growing team.

Expect a home office setup, web presentations, and a schedule you can align with real-life needs. This role focuses on meaningful help to families and ongoing client engagement.