Remote Family Benefits Planner

AO Garcia Agency; West Chester (Chester County); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Home office

Mentorship

Flexible schedule

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role within financial services. You will be paired with a growing team, provided with mentorship and tools, and expected to enroll and support clients who asked for guidance.

The position emphasizes a home-office setup, presentations via web, and a schedule that fits real-life commitments. You’ll serve families through a steady, proven process and build lasting client relationships.

Qualifications

• Clear and human communication.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just “sales energy”.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage clients remotely with a client-facing approach.
• Collaborate with a growing team to deliver value to families.

Skills

Clear communication

Self-discipline

Process-oriented

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”