Remote Client Care & Benefits Advisor

Aogarciaagency; BLOOMINGTON (MN); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Training and mentorship

Job summary

Aogarciaagency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who ask for guidance, working with a growing team and mentors who stay involved.

The position emphasizes work that matters to families and a schedule you can build around real life. You will participate in training, receive guidance from leaders, and maintain a portfolio of client engagements while helping families navigate benefits conversations and guidance, not just

Qualifications

• Clear and human communication.
• Discipline without a supervisor nearby.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and participate in mentoring.
• Deliver web presentations as needed to clients.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

Aogarciaagency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who ask for guidance, working with a growing team and mentors who stay involved.

The position emphasizes work that matters to families and a schedule you can build around real life. You will participate in training, receive guidance from leaders, and maintain a portfolio of client engagements while helping families navigate benefits conversations and guidance, not just