Remote Family Benefits Advisor

AO Garcia Agency; Orlando (FL); Remote; USD 55,000 - 85,000; Full time

Job summary

AO Garcia Agency seeks a client-facing, fully remote financial services professional. You will enroll and support clients who request guidance, paired with a growing team, with access to training and leadership involvement.

The role emphasizes presenting solutions via web presentations and building long-term relationships that serve families. You will have the flexibility to structure your schedule around real-life commitments while contributing meaningfully to client outcomes and portfolio

Qualifications

• Clear, human communication is required.
• Self-discipline with minimal supervision.
• Willingness to follow 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.
• Manage a portfolio of clients and provide ongoing service.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

AO Garcia Agency seeks a client-facing, fully remote financial services professional. You will enroll and support clients who request guidance, paired with a growing team, with access to training and leadership involvement.

The role emphasizes presenting solutions via web presentations and building long-term relationships that serve families. You will have the flexibility to structure your schedule around real-life commitments while contributing meaningfully to client outcomes and portfolio