Remote Insurance Benefits Liaison

AO Garcia Agency; Spring Hill (TN); Remote; USD 40,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role within financial services. You will enroll and support clients who have requested guidance, backed by tools and mentorship.

You will work with a growing team, receive training, and help families through benefit conversations, not just sales energy. The schedule is flexible, designed to fit real-life commitments.

Join a team that values clear communication and disciplined execution while delivering meaningful impact.

Qualifications

• Clear and human communication skills.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Work with a growing team and mentors.
• Deliver training and support in financial services.

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"