Remote Family Benefits Advisor (Flexible Hours)

AO Garcia Agency; Riverside (CA); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional in the financial services sector. You will enroll and support clients who seek guidance, delivering clear, human communication and following a proven process.

Join a growing team with mentorship and tools, enjoy a flexible schedule, and help families with meaningful financial guidance while building a durable client portfolio.

Qualifications

• Clear and human communication is required.
• Ability to work without direct supervision.
• Openness to following a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Present information via web presentations and client interactions.
• Manage a portfolio of clients with ongoing engagement.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote professional in the financial services sector. You will enroll and support clients who seek guidance, delivering clear, human communication and following a proven process.

Join a growing team with mentorship and tools, enjoy a flexible schedule, and help families with meaningful financial guidance while building a durable client portfolio.