Work From Home - Benefits Services Representative

AO Garcia Agency; Goodyear (AZ); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing financial services professional for a fully remote role. You will enroll and support clients who seek guidance, paired with a growing team, with tools and mentorship to succeed.

You will deliver web presentations, enjoy a schedule you can build around real life, and service a portfolio of clients rather than one-off calls. This role rewards clear, human communication and a disciplined, process-driven approach.

Qualifications

• Clear, human communication that is easy to understand.
• Disciplined work style with minimal supervision.
• Openness to following a proven process.
• Interest in discussing benefits with clients, not just selling energy.

Responsibilities

• Enroll and support clients who seek guidance in financial services.
• Present information via web presentations and virtual meetings.
• Collaborate with mentors and a growing team to deliver value to families.
• Maintain a portfolio of clients and manage ongoing relationships.

Skills

Clear communication

Self-discipline

Process oriented

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"