Work From Home - Client Benefits Specialist

AO Garcia Agency; East Honolulu (HI); Remote; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

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

Expect a schedule you can build around real life, and the opportunity to work on meaningful, family-focused financial guidance with supportive leaders who stay involved.

Qualifikationen

• Clear and human communication is essential.
• Work independently with discipline, no constant supervision.
• Wamiliarity with a proven process is expected.
• Interest in benefits conversations beyond sales energy.

Aufgaben

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage mentorship.
• Deliver client-facing service in a remote financial services environment.
• Utilize web presentations to communicate with clients.

Kenntnisse

Clear communication

Self-motivation

Discipline

Open to process

Benefits conversations

Tools

Web presentations

Jobbeschreibung

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”