Remote Policyholder Services Representative

AO Garcia Agency; Avondale (AZ); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office

Web presentations

Mentorship & training

Job summary

AO Garcia Agency is seeking a client-facing enrollment advisor to join a growing team in a fully remote setup. You will guide families through the enrollment process and support clients who seek guidance, delivering clear information and compassionate service from a home office.

You will be paired with mentors, receive training, and participate in web presentations as part of a collaborative, results-driven environment that values real-life impact and schedule flexibility.

Qualifications

• Communication that is clear and human.
• Ability to work independently with discipline.
• Openness to a proven process.
• Interest in benefits conversations beyond sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage mentorship and tools.
• Present information to clients via web presentations from a home office.

Skills

Clear communication

Self-motivated

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

• 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”