Remote Insurance Benefits Representative

AO Garcia Agency; San Francisco (CA); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, presenting materials via web conferences from your home office.

The team provides training and ongoing leadership involvement, with schedules that fit real life and a portfolio you continue serving beyond a single call. You will work closely with mentors to deliver meaningful service to families, contributing to a trusted, ongoing

Qualifications

• Clear and human communication is essential.
• Self-discipline without constant supervision.
• Willingness to follow a proven sales process.
• Interest in benefits conversations, not only sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide client-facing support in a remote, financial services context.
• Deliver web presentations from a home office.
• Work with a mentorship-driven team and leaders who stay involved.
• Build a schedule that fits real life while maintaining consistency.

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

• Home office. Web presentations.
• Work that matters to families.
• Training and leaders who stay involved.
• A schedule you can build around real life.
• 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”