Remote Insurance Benefits Liaison

AO Garcia Agency; Florida; Remote; USD 48,000 - 75,000; Full time

Benefits offered by this job

Remote work

Mentorship

Flexible scheduling

Career development

Job summary

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

You will enjoy a schedule you can build around real life, benefit from training and leaders who stay involved, and maintain a portfolio of clients you keep serving over time. This role emphasizes clear, human communication and a proven process, with ongoing development and

Qualifications

• Excellent communication and empathy with clients.
• Ability to work independently with minimal supervision.
• Comfort with following a proven process and scripts.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage with clients in a client-facing, remote setting.
• Maintain ongoing relationships with a portfolio of clients.

Skills

Clear communication

Self-discipline

Process adherence

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"