Work From Home - Client Benefits Associate

AO Garcia Agency; Savannah (GA); Remote; USD 45,000 - 60,000; Full time

Job summary

AO Garcia Agency is recruiting for a client-facing, fully remote role in financial services. You will be paired with a growing team, using provided tools and mentorship to enroll and support clients seeking guidance.

Expect to handle home-office web presentations, time management that fits real-life schedules, and ongoing service to families. Training and leadership support are emphasized to help you succeed in a flexible, impactful position.

Qualifications

• Strong verbal and written communication.
• Ability to work independently with minimal supervision.
• Comfort with a proven, structured sales- or benefits-process.

Responsibilities

• Enroll and support clients who seek guidance.
• Engage in benefits conversations within a financial services context.
• Operate in a client-facing, fully remote role with a disciplined schedule.

Skills

Clear communication

Self-motivation

Process adherence

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”