Remote Family Benefits Advisor

AO Garcia Agency; Bismarck (ND); Remote; USD 60,000 - 85,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Mentorship

Job summary

AO Garcia Agency is seeking a client-facing, fully remote specialist in financial services. You will enroll and support clients who asked for guidance, presenting information via web sessions and helping families make informed decisions.

You will join a growing team with mentorship and tools to succeed, while building a flexible schedule that fits real life and a portfolio of ongoing client work.

Qualifications

• Clear and human communication style.
• Ability to work independently without constant supervision.
• Openness to following a proven process.
• Interest in discussing benefits with clients, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Present information and options through web sessions.
• Support families with financial service guidance and questions.
• Contribute to a client-centric, remote-friendly team approach.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote specialist in financial services. You will enroll and support clients who asked for guidance, presenting information via web sessions and helping families make informed decisions.

You will join a growing team with mentorship and tools to succeed, while building a flexible schedule that fits real life and a portfolio of ongoing client work.