Family-Focused Remote Protection Planner

AO Garcia Agency; Ely (NV); Remote; USD 50,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional to join our fully remote financial services team. You will enroll and support clients who ask for guidance, with tools and mentorship provided, and a schedule that adapts to real life.

You will work with a growing team, delivering training and maintaining ongoing client portfolios, while applying a proven process to conversations about benefits, not just sales energy. This role also values clear communication and disciplined autonomy.

Qualifications

• Clear and human communication.
• Self-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.
• Deliver remote web presentations to clients and stakeholders.
• Mentor and collaborate with a growing team.

Skills

Clear communication

Self-motivation

Process orientation

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional to join our fully remote financial services team. You will enroll and support clients who ask for guidance, with tools and mentorship provided, and a schedule that adapts to real life.

You will work with a growing team, delivering training and maintaining ongoing client portfolios, while applying a proven process to conversations about benefits, not just sales energy. This role also values clear communication and disciplined autonomy.