Remote Family Benefits Advisor

AO Garcia Agency; Palm Bay (FL); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing specialist to guide families through financial services in a fully remote role. You will enroll clients, present web-based sessions, and support planning needs with clear, human communication.

You'll work with mentors, enjoy a schedule you can adapt to real life, and manage a portfolio of clients you continue to serve rather than one-off calls.

Qualifications

• Clear and human communication
• 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.
• Deliver web presentations to clients.
• Participate in training and leadership initiatives to stay involved.

Job description

AO Garcia Agency is seeking a client-facing specialist to guide families through financial services in a fully remote role. You will enroll clients, present web-based sessions, and support planning needs with clear, human communication.

You'll work with mentors, enjoy a schedule you can adapt to real life, and manage a portfolio of clients you continue to serve rather than one-off calls.