Family Coverage Advisor - Work From Home

AO Garcia Agency

Orlando (FL)

Remote

USD 55,000 - 85,000

Full time

4 days ago
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Job summary

AO Garcia Agency seeks a client-facing, fully remote financial services professional. You will enroll and support clients who request guidance, paired with a growing team, with access to training and leadership involvement.

The role emphasizes presenting solutions via web presentations and building long-term relationships that serve families. You will have the flexibility to structure your schedule around real-life commitments while contributing meaningfully to client outcomes and portfolio

Qualifications

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

Responsibilities

  • Enroll and support clients who asked for guidance.
  • Deliver web presentations to clients.
  • Manage a portfolio of clients and provide ongoing service.

Skills

Clear communication
Self-discipline
Openness to process
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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