Remote Family Benefits Advisor

Aogarciaagency; Wauwatosa (WI); Remote; USD 55,000 - 85,000; Full time

Job summary

Aogarciaagency is a client-facing financial services firm offering fully remote roles with mentorship, real tools, and a focus on helping families. You will be paired with a growing team, receive training, and enroll and support clients who requested guidance.

The schedule is designed to fit real life while delivering meaningful work. Join a collaborative environment where leaders stay involved and outcomes matter for families, as you build long-term client relationships and communicate clearly

Qualifications

• Clear, human communication.
• Self-motivation with discipline and no constant supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just “sales energy”.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, using provided tools and mentorship to deliver value.

Skills

Clear communication

Self-motivation / discipline

Process orientation

Benefits conversations

Job description

Aogarciaagency is a client-facing financial services firm offering fully remote roles with mentorship, real tools, and a focus on helping families. You will be paired with a growing team, receive training, and enroll and support clients who requested guidance.

The schedule is designed to fit real life while delivering meaningful work. Join a collaborative environment where leaders stay involved and outcomes matter for families, as you build long-term client relationships and communicate clearly