Remote Family Benefits Planner

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

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”