Virtual Benefits Advisor

AO Garcia Agency; Newport (RI); Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible schedule

Job summary

AO Garcia Agency seeks a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, paired with a growing team, and provided with tools and mentorship.

The position emphasizes meaningful work for families, a home-office setup, and a schedule you can build around real life, plus ongoing training and involved leadership.

Qualifications

• Clear, human communication.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations beyond 'sales energy'.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

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"