Remote Leadership Trainee - Benefits

AO Garcia Agency; Huntington (WV); Remote; USD 40,000 - 66,000; Full time

Benefits offered by this job

Home office

Web presentations

Meaningful work for families

Mentorship and training

Flexible schedule

Portfolio continuity

Job summary

AO Garcia Agency is seeking a remote, client-facing contributor in financial services. You will enroll and support clients who request guidance, paired with a growing team, receiving tools and mentorship to help families understand benefits.

You’ll work from a home office with a schedule you can adapt to real life, and you’ll manage a portfolio you continue to serve rather than a stack of one-off calls.

Qualifications

• Clear and human communication is required.
• Self-discipline without constant supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits with clients, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide client-facing support in a fully remote setting.
• Collaborate with a growing team to deliver consistent client outcomes.
• Present information clearly through web presentations.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversation

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”