Remote Family Benefits Advisor

AO Garcia Agency; Florida; Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, working with a growing team and mentors. The job emphasizes meaningful work that helps families and requires a clear, human communication style.

Expect to engage in benefits conversations, follow a proven process, and organize your schedule around real-life needs while delivering value to clients.

Qualifications

• Clear and human communication style.
• Self-discipline to work without direct supervision.
• Willingness to follow a proven sales process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and mentors.
• Engage in benefits-oriented conversations with clients.

Skills

Communication

Self-discipline

Process adherence

Benefits discussions

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, working with a growing team and mentors. The job emphasizes meaningful work that helps families and requires a clear, human communication style.

Expect to engage in benefits conversations, follow a proven process, and organize your schedule around real-life needs while delivering value to clients.