Remote Client Enrollment and Benefits Specialist

AO Garcia Agency; Plainfield (NJ); Remote; USD 40,000 - 60,000; Full time

Job summary

AO Garcia Agency seeks a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, helping families navigate options with the support of tools and mentorship.

Join a growing team that emphasizes training, accessible leaders, and a schedule you can build around real life. This role focuses on meaningful work that matters to families and their financial well-being.

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

• Enroll and support clients who asked for guidance in a fully remote setup.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

AO Garcia Agency seeks a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, helping families navigate options with the support of tools and mentorship.

Join a growing team that emphasizes training, accessible leaders, and a schedule you can build around real life. This role focuses on meaningful work that matters to families and their financial well-being.