Remote Client Benefits Advisor
AO Garcia Agency
Remote seat on a team that helps families understand and set up protection options.
Flexible hours. Mentorship. Clear expectations. Offer 1. Purpose with a process - not vague "help people." 2. Work from home. 3. A growth path if the numbers and the attitude are there. 4. Coaching instead of sink-or-swim. 5. Honest conversations only. No pressure theater. Bring • Communication skill • Self-management • Team habits • A spine - integrity is not optional Apply if you want the remote track and you will do the work. Interviews on Zoom. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Remote Client Benefits Advisor in United States vacancy
- ...Looking for motivated people who want a remote career with upside — not another dead-end job. This seat works warm... ...Take requested conversations — no cold lists • Explain benefit options simply • Help clients enroll when it is a fit • Keep a clean follow-up rhythm...Remote work
- Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain the relationship after the first meeting... ...such as notes, appointments, and CRM hygiene. This position is remote with full training and a path for advancement; interviews are conducted...Remote work
- ...Remote Seat On A Team That Helps Families Understand And Set Up Protection OptionsFlexible hours. Mentorship. Clear expectations.Offer1. Purpose with a process — not vague "help people."2. Work from home.3. A growth path if the numbers and the attitude are there.4. Coaching...Remote workWork from home
- Remote seat on a team that helps families understand and set up protection options.Flexible hours. Mentorship. Clear expectations.OfferPurpose with a process — not vague "help people."Work from home.A growth path if the numbers and the attitude are there.Coaching instead...Remote workWork from homeFlexible hours
- ...Lever, Inc. seeks a client-facing professional for a fully remote role in financial services. You will join a growing team, receive tools and mentorship, and enroll and support clients who seek guidance. You will have a schedule you can build around real life, engage...Remote work
- ...to rethink things.This opportunity is for individuals who want to take ownership of their income and growth.You'll be working with clients who have already shown interest—your job is to guide, educate, and help them move forward.What Sets This ApartNo cold outreachNo income...Remote workHourly payWork from home
- Work From Home JobWork warm leads with families. Learn a system. Build a book. That is the job in one line.Included:Web-conference meetings from homeFull-time or part-time optionsNo cold callingWritten training plus live coachingAdvancement for people who lead their numbersYour...Remote workPart timeWork from home
- ...Lever, Inc. is hiring for a remote inbound role where you talk with people who already requested help on financial-protection... ...and results.You'll take requested conversations, explain benefits simply, help clients enroll when it fits, and keep a clean follow-up rhythm....Remote work
- Work From Home Job Work warm leads with families. Learn a system. Build a book. That is the job in one line. Included: Web-conference meetings from home Full-time or part-time options No cold calling Written training plus live coaching Advancement...Remote workFull timePart timeWork from home
- ...Aogarciaagency is seeking motivated people for a remote career with upside, not another dead-end job. You will handle warm... ...work includes taking requested conversations, explaining benefits simply, helping clients enroll when it fits, and maintaining a clean follow-up...Remote work
- ...Remote Financial-Services Role Stop hunting strangers. Start talking to people who already raised a hand. Remote financial-services... ...• On-time follow-up • Clean video presence • Fast learning on tools • Respect for the client Apply now. Zoom interview....Remote workWork at officeWork from home
- Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.Admin is part of the job: notes, appointments, CRM hygiene.What comes with the seatNo cold callingQualified-interest pipelinePerformance-based advancementFull ...Remote work
- ...Home-Based Client RoleHome-based client role for people who want a flexible schedule and a scoreboard.You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic.Why People StayControl of the calendar...Remote workFull timePart timeWork from homeFlexible hours
- Virtual Consultant Role You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene. What comes with the seat: No cold calling Qualified-interest pipeline Performance...Remote workWork from home
- ...Lever, Inc. seeks a Virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties like notes, appointment scheduling, and CRM hygiene, with training provided. The position offers...Remote workWork from home
- ...Client-facing, Fully Remote, Financial ServicesYou are paired with a growing team, given tools and mentorship, and expected to enroll and support... ...in the hallwayOpenness to a proven processInterest in benefits conversations, not just "sales energy"Apply today. We outline...Remote workWork at office
- ...Remote Financial-Services SeatThis is a remote financial-services seat built around warm leads and a training system. If you are competitive... ...optionsRun a simple enrollment flowBuild and service a client listProvided:Pre-qualified warm leadsStep-by-step onboardingRemote...Remote work
- ...Client-facing, Fully Remote, Financial Services You are paired with a growing team, given tools and mentorship, and expected to enroll and support... ...hallway Openness to a proven process Interest in benefits conversations, not just "sales energy" Apply today....Remote workHome office
- ...Flexible Career Opportunity In Client Service LeadershipAre you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your...Remote workWork from homeFlexible hours
- ...AO Globe Life offers a fully remote, entry-level role that supports families nationwide. You will conduct virtual consultations, explain benefit options, and assist with enrollment while building relationships with clients from home. Ideal candidates are motivated, coachable...Remote work
- ...Aogarciaagency is seeking a remote financial-services professional to engage warm leads through structured days, provide coaching as you... ...on tools, a clean video presence, and consistent, respectful client interactions, with no office required. If you excel at timely...Remote workWork at office
- ...seeks a virtual consultant who assesses client needs, explains available options, and stays... ..., and CRM hygiene, all performed remotely. The role emphasizes staying connected... ...clients, using the current tech stack, and benefiting from full training to advance based on...Remote work
- Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. Included • Web-conference meetings from home • Full-time or part-time options • No cold calling • Written training plus live coaching • Advancement...Remote workFull timePart timeWork from home
- ...Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting... ..., scheduling, and CRM hygiene. You will be part of a fully remote team, receive comprehensive training, and work with a qualified-...Remote work
- ...Home-based client role for people who want a flexible schedule and a scoreboard. You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic. Why people stay 1. Control of the calendar. Full...Remote workFull timePart timeWork from homeFlexible hours
- Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene. What comes with the seat • No cold calling • Qualified-interest pipeline • Performance...Remote workWork from home
- ...Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and... ...hallway • Openness to a proven process • Interest in benefits conversations, not just "sales energy" Apply today. We...Remote workHome office
- ...This is a remote financial-services seat built around warm leads and a training system. If you are competitive and willing to be coached... ...• Run a simple enrollment flow • Build and service a client list Provided • Pre-qualified warm leads • Step-by-step onboarding...Remote workFlexible hours
- Remote seat on a team that helps families understand and set up protection options. Flexible hours. Mentorship. Clear expectations. Offer 1. Purpose with a process — not vague “help people.” 2. Work from home. 3. A growth path if the numbers and the attitude are there....Remote jobWork from homeFlexible hours
- AO Garcia Agency is a client-facing remote role in financial services focused on guiding families and individuals. You will enroll and support clients who seek guidance, backed by mentorship and a proven process. Work with a growing team, leveraging specialized tools while...Remote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Client Benefits Advisor. Be the first to apply!
Related searches
- customer service administrative assistant United States
- customer service administrator United States
- client support specialist United States
- food service sales representative United States
- participant services representative United States
- client onboarding specialist United States
- logistics customer service representative United States
- customer operations specialist United States
- customer service collections representative United States
- client experience specialist United States

