Work From Home - Client Benefits Planner

AO Garcia Agency; Mesquite (NV); Remote; USD 42,000 - 65,000; 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, given tools and mentorship, and you are expected to enroll and support clients who asked for guidance.

The position offers training and leaders who stay involved, and a schedule you can build around real life, with a portfolio you keep serving rather than a stack of one-off calls.

Qualifications

• Clear and human communication is required.
• Discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits with clients.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide client-facing guidance in a remote financial services setup.

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"