Work From Home - Client Benefits Specialist

AO Garcia Agency; Montgomery (AL); Remote; USD 52,000 - 76,000; Full time

Benefits offered by this job

Mentorship

Fully remote work

Job summary

AO Garcia Agency is seeking a client-facing, fully remote financial services professional to enroll and support clients who request guidance. You’ll be paired with a growing team, receive tools and mentorship, and help families make informed financial decisions.

You’ll present information via web sessions, manage a schedule that fits real life, and contribute to a portfolio of ongoing client relationships rather than one-off calls.

Qualifications

• Clear, human communication with clients.
• Ability to work independently with minimal supervision.
• Willingness to follow a proven sales/engagement process.
• Interest in benefits conversations, not just hard sales.

Responsibilities

• Enroll and support clients who request guidance.
• Deliver web presentations to educate and assist clients.
• Maintain and grow a portfolio of ongoing client relationships.

Skills

Clear communication

Self-motivation

Discipline

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"