Remote Family Benefits Advisor - Enrollment & Support

AO Garcia Agency; Madison (WI); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for fully remote work in financial services. You will enroll and support clients who asked for guidance, leveraging a proven process and a supportive mentorship environment.

Join a growing team where clear, human communication is valued, with a schedule you can build around real life and ongoing opportunities to influence outcomes for families.

Qualifications

• Clear and human communication with clients
• Self-discipline without direct supervision
• Willingness to follow a proven process
• Interest in benefits conversations, not just sales energy

Responsibilities

• Enroll and support clients who asked for guidance
• Collaborate with a growing team and mentors to deliver guidance

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional for fully remote work in financial services. You will enroll and support clients who asked for guidance, leveraging a proven process and a supportive mentorship environment.

Join a growing team where clear, human communication is valued, with a schedule you can build around real life and ongoing opportunities to influence outcomes for families.