At-Home Family Services Representative

AO Garcia Agency; Chesapeake (VA); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who requested guidance, paired with a growing team, with tools and mentorship provided.

This position centers on meaningful work that helps families and relies on a proven process. You will participate in benefits conversations, maintain discipline without constant supervision, and contribute to a supportive, results-driven environment while building a portfolio of clients

Qualifications

• Clear, human communication is essential.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage with a growing team, using provided tools and mentorship.
• Deliver client-centered benefit discussions and guidance.
• Participate in training and adhere to a structured process.

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"