Work From Home - Client Benefits Planner

AO Garcia Agency; Thornton (CO); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Fully remote

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in the financial services sector. You will enroll and support clients who asked for guidance, with a focus on clear, human communication.

Join a growing team, receive tools and mentorship, and work within a structure that emphasizes a proven process and meaningful client outcomes.

Qualifications

• Clear and human communication is essential.
• Ability to work with minimal supervision.
• Willingness to follow a proven process.

Responsibilities

• Enroll and support clients who seek guidance.
• Deliver web presentations to clients.
• Collaborate with a growing team and mentors.

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”