Remote Family Benefits Advisor

AO Garcia Agency; Laurel (MT); Remote; USD 42,000 - 70,000; Full time

Job summary

AO Garcia Agency in the United States is seeking a client-facing role within financial services that is fully remote. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

This position focuses on building relationships, guiding families through benefits conversations, and following a proven process to help clients achieve their goals while accommodating real-life schedules.

Qualifications

• Clear and human communication is required.
• 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.
• Present information to clients via web-based sessions from a home office.
• Contribute to a portfolio of ongoing client service rather than one-off calls.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

AO Garcia Agency in the United States is seeking a client-facing role within financial services that is fully remote. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

This position focuses on building relationships, guiding families through benefits conversations, and following a proven process to help clients achieve their goals while accommodating real-life schedules.