Remote Family Benefits Advisor

AO Garcia Agency; Mobile (AL); Remote; USD 45,000 - 75,000; Full time

Job summary

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

You’ll engage clients via web presentations and build a schedule that fits real life while serving a portfolio of clients. You’ll work with training and leaders who stay involved, ensuring your work matters to families and continues to deliver value beyond one-off calls.

Qualifications

• Clear, human-focused communication is a must.
• Ability to work autonomously with discipline.
• Willingness to follow a proven sales/process framework.
• Interest in discussing benefits with clients, not just sales.

Skills

Client-facing communication

Self-motivation

Open to process

Benefits conversations

Job description

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

You’ll engage clients via web presentations and build a schedule that fits real life while serving a portfolio of clients. You’ll work with training and leaders who stay involved, ensuring your work matters to families and continues to deliver value beyond one-off calls.