Remote Enrollment Advisor - Family Benefits Guidance

AO Garcia Agency; Sheridan (WY); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a remote client-facing professional in the financial services space who will enroll and support clients seeking guidance. The role emphasizes delivering web presentations and working with a team that values mentorship and real-life scheduling flexibility.

You will engage clients, communicate clearly and humanely, and operate with discipline without a supervising hallway. Training and proven processes are in place to support success in this fully remote setup.

Qualifications

• Clear and human communication.
• Self-discipline with no 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.
• Deliver web presentations to clients.
• Collaborate with a growing team and use available mentorship.
• Maintain a client-focused, remote service approach.

Skills

Clear communication

Self-motivation

Remote work readiness

Benefits conversations

Job description

AO Garcia Agency is seeking a remote client-facing professional in the financial services space who will enroll and support clients seeking guidance. The role emphasizes delivering web presentations and working with a team that values mentorship and real-life scheduling flexibility.

You will engage clients, communicate clearly and humanely, and operate with discipline without a supervising hallway. Training and proven processes are in place to support success in this fully remote setup.