Remote Family Benefits Advisor

AO Garcia Agency; Spring Hill (TN); Remote; USD 42,000 - 64,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing specialist for a fully remote role in financial services. You will enroll and support clients who ask for guidance, pairing with a growing team, receiving tools and mentorship to succeed.

Expect a schedule you can build around real life, and training from leaders who stay involved. The role emphasizes clear, human communication and a proven process to help families make confident financial decisions.

Qualifications

• Clear and human communication with clients.
• Ability to work independently without direct supervision.
• Willingness to follow a proven sales/support process.
• Interest in discussing benefits beyond product features.

Responsibilities

• Enroll and support clients who seek guidance in financial services.
• Collaborate with a growing team and participate in training.
• Communicate clearly and empathetically to help families decide on options.

Skills

Clear communication

Self-motivation

Process adherence

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing specialist for a fully remote role in financial services. You will enroll and support clients who ask for guidance, pairing with a growing team, receiving tools and mentorship to succeed.

Expect a schedule you can build around real life, and training from leaders who stay involved. The role emphasizes clear, human communication and a proven process to help families make confident financial decisions.