Entry-Level Remote Financial Services Associate

AO Garcia Agency; Sanford (ME); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency in the United States is seeking a client-facing financial services specialist for a fully remote role. You will enroll and support clients who requested guidance, using proven processes, with mentorship and the right tools from a growing team.

You will build relationships, present solutions, and manage a portfolio of clients, with a schedule that fits real life while delivering meaningful work and measurable outcomes for families.

Qualifications

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

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with mentorship and a growing team to deliver value to clients.

Skills

Clear communication

Self-discipline

Process-oriented

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"