Remote Leadership Trainee - Benefits

AO Garcia Agency; San Francisco (CA); Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Home office setup

Flexible schedule

Mentorship & training

Remote work

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You’ll enroll and support clients who asked for guidance, paired with a growing team and mentorship. Expect to work with home office setups, web presentations and meaningful work that helps families.

You’ll join a program with training and leaders who stay involved, and a schedule you can build around real life, while maintaining a portfolio you continue to serve rather than one-off calls.

Qualifications

• Clear and human communication throughout interactions.
• Ability to work independently with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Skills

Clear communication

Discipline

Process adherence

Self-motivation

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"