Remote Client Benefits Consultant

AO Garcia Agency; Helena (MT); Remote; USD 40,000 - 60,000; Full time

Job summary

AO Garcia Agency seeks a client-facing, fully remote professional in financial services. You will enroll and support clients who request guidance, with mentorship and tools provided. The role emphasizes remote web presentations, a schedule that accommodates real life, and ongoing service to a client portfolio.

Join a growing team and work within a proven process, focusing on value for families through insightful benefits conversations, not just sales energy.

Qualifications

• Clear and human communication is required.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not only sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Deliver web presentations and participate in remote client interactions.
• Collaborate with a growing team, using provided tools and mentorship.
• Maintain a client portfolio through ongoing remote engagement.

Skills

Clear communication

Self-discipline

Open to proven process

Benefits conversations

Remote work

Job description

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.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• 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”