Remote Policy & Benefits Guidance Specialist

AO Garcia Agency; Frankfort (KY); A distancia; USD 50.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Home office

Flexible schedule

Mentorship

Descripción de la vacante

AO Garcia Agency seeks a client-facing professional to work fully remote in the United States, focusing on guiding families through financial services decisions. You’ll be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

You’ll benefit from a setup that supports a real-life schedule, ongoing training, and leaders who stay involved while you build a portfolio of clients to serve over time.

Formación

• Clear, human communication is essential.
• Ability to work without direct supervision and stay disciplined.
• Willingness to follow a proven process and framework.

Responsabilidades

• Enroll and support clients who seek guidance in financial services.
• Engage with clients via home office setup and web presentations.
• Maintain a portfolio of ongoing client relationships and timely follow-ups.

Conocimientos

Clear communication

Self-motivation

Process adherence

Client empathy

Descripción del empleo

AO Garcia Agency seeks a client-facing professional to work fully remote in the United States, focusing on guiding families through financial services decisions. You’ll be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

You’ll benefit from a setup that supports a real-life schedule, ongoing training, and leaders who stay involved while you build a portfolio of clients to serve over time.