Remote Family Benefits Representative

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

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"