Remote Policy & Benefits Enrollment Specialist

AO Garcia Agency; Florida; Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who request guidance, paired with a growing team and mentorship, tools, and leaders who stay involved.

The deal includes working from a home office with web presentations, doing work that matters to families, and a schedule you can build around real life. You’ll receive training and ongoing coaching designed to help you grow a lasting client portfolio rather than single calls.

Qualifications

• Clear, human-centric communication is essential.
• Ability to work independently without direct supervision.
• Openness to following a proven sales/consultative process.
• Interest in discussing benefits rather than just selling energy.

Responsibilities

• Enroll and support clients who seek guidance in financial services.
• Deliver web presentations from a home office.
• Collaborate with the growing team to improve client experience.
• Schedule work around real-life commitments while delivering impact.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who request guidance, paired with a growing team and mentorship, tools, and leaders who stay involved.

The deal includes working from a home office with web presentations, doing work that matters to families, and a schedule you can build around real life. You’ll receive training and ongoing coaching designed to help you grow a lasting client portfolio rather than single calls.