100% Remote Family Protection Advisor

AO Garcia Agency; Rochester Hills (MI); Remote; USD 40,000 - 60,000; Full time

Job summary

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

Join a team where training and leaders stay involved, with a schedule you can build around real life and a portfolio you will continue to serve—long-term client relationships over time.

Qualifications

• Clear, human communication is essential.
• Self-discipline with minimal supervision.
• Openness to following a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Deliver web presentations and trainings to clients.
• Maintain and grow a portfolio of client relationships over time.

Skills

Clear communication

Self-discipline

Process orientation

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”