Family Coverage Advisor - Remote

AO Garcia Agency

Spring Hill (TN)

Remote

USD 42,000 - 64,000

Full time

4 days ago
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Job summary

AO Garcia Agency is seeking a client-facing specialist for a fully remote role in financial services. You will enroll and support clients who ask for guidance, pairing with a growing team, receiving tools and mentorship to succeed.

Expect a schedule you can build around real life, and training from leaders who stay involved. The role emphasizes clear, human communication and a proven process to help families make confident financial decisions.

Qualifications

  • Clear and human communication with clients.
  • Ability to work independently without direct supervision.
  • Willingness to follow a proven sales/support process.
  • Interest in discussing benefits beyond product features.

Responsibilities

  • Enroll and support clients who seek guidance in financial services.
  • Collaborate with a growing team and participate in training.
  • Communicate clearly and empathetically to help families decide on options.

Skills

Clear communication
Self-motivation
Process adherence
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”
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