Remote Family Benefits Representative

AO Garcia Agency; Overland Park (KS); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Mentorship program

Flexible schedule

Remote work

Job summary

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

You will join a workflow that includes home-office work, web-based presentations, and a schedule you can build around real life. This role focuses on helping families with benefits discussions and strategic planning.

Qualifications

• Clear, honest communication with clients.
• Ability to work independently without direct supervision.
• Openness to following a proven sales/support process.
• Interest in discussing benefits rather than just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Participate in client interactions via web presentations and remote platforms.

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"