Remote Family Benefits Advisor

AO Garcia Agency; Stillwater (OK); Remote; USD 42,000 - 64,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote financial services specialist. You will enroll and support clients, guided by mentorship and a proven process, with tools to help families. The role focuses on real-life scheduling, meaningful work, and building a portfolio of ongoing client engagements rather than one-off calls.

Excellent communication and discipline are essential as you work independently from a home office with web presentations and scheduled client interactions.

Qualifications

• Clear and human communication.
• Self-discipline to work without a supervisor.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote financial services specialist. You will enroll and support clients, guided by mentorship and a proven process, with tools to help families. The role focuses on real-life scheduling, meaningful work, and building a portfolio of ongoing client engagements rather than one-off calls.

Excellent communication and discipline are essential as you work independently from a home office with web presentations and scheduled client interactions.