Work From Home - Benefits Services Representative

AO Garcia Agency; Bartlesville (OK); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Mentorship

Job summary

AO Garcia Agency is a fully remote client-facing role in the financial services sector. You will enroll and support clients seeking guidance, with tools and mentorship provided to help you succeed.

The position offers a schedule you can customize around real life, a focus on meaningful work for families, and ongoing involvement from leaders to ensure your growth and effectiveness.

Qualifications

• Clear, human communication is essential.
• Self-motivated with the ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present information clearly in client-facing discussions.
• Engage with clients to understand needs and provide value.

Skills

Clear communication

Self-motivation

Discipline

Process orientation

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"