Client Needs Advisor - Remote

AO Garcia Agency; Helena (MT); Remote; USD 52,000 - 76,000; Full time

Benefits offered by this job

Remote work

Mentorship

Growth path

Coaching

Job summary

AO Garcia Agency seeks a team member to work remotely, helping families understand and set up protection options. The role offers flexible hours, mentorship, and a clear growth path for motivated individuals.

Expect coaching instead of sinking or swimming, with honest conversations and no pressure tactics. Bring self-management, strong communication, and integrity to a collaborative team environment.

Qualifications

• Excellent communication and listening abilities with families.
• Ability to manage time and tasks independently.
• Collaborative mindset with strong team values and habits.
• High integrity and transparent, honest communication.

Responsibilities

• Explain and assist families in understanding protection options.
• Provide guidance and coordinate setup in a remote environment.

Skills

Communication skills

Self-management

Team habits

Integrity

Job description

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