Remote Family Benefits Advisor - Flexible Schedule

AO Garcia Agency; Bethlehem (Northampton County); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency in the United States is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance from your home office, using web presentations.

You will work with a growing team, receive training and leadership involvement, and build a schedule that fits real life. You will manage a portfolio of clients you keep serving rather than one-off calls.

Qualifications

• Clear, human communication with clients.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits with clients, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver client-facing financial services guidance remotely.
• Conduct web presentations from home office.
• Partner with a growing team and participate in mentorship.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

AO Garcia Agency in the United States is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance from your home office, using web presentations.

You will work with a growing team, receive training and leadership involvement, and build a schedule that fits real life. You will manage a portfolio of clients you keep serving rather than one-off calls.