Work From Home - Client Benefits Specialist

AO Garcia Agency; West Valley City (UT); A distancia; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

AO Garcia Agency in the United States is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, using provided tools and mentorship.

You will be paired with a growing team, benefit from training, and contribute to meaningful work that helps families. The schedule is flexible, with a focus on delivering value through consistent, scheduled engagements rather than one-off calls.

Formación

• Clear, human communication is required.
• Ability to work independently without micromanagement.
• Willingness to follow a proven process and embrace structured steps.

Responsabilidades

• Enroll and support clients seeking financial guidance remotely.
• Facilitate benefit discussions as part of the client journey.

Conocimientos

Clear communication

Self-discipline

Process orientation

Benefits conversations

Descripción del empleo

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”