Family Needs Assessment Advisor - Remote

AO Garcia Agency; Broken Arrow (OK); A distancia; USD 45.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Mentorship

Training program

Web presentations

Descripción de la vacante

AO Garcia Agency in the United States offers a fully remote role focused on client enrollment and guidance within financial services. You’ll be paired with a growing team, receive tools and mentorship, and enroll clients who ask for guidance.

This role emphasizes clear, human communication, disciplined work without close supervision, and openness to a proven process. You\'ll participate in benefits conversations and schedule work around real life.

Formación

• Clear and human communication is essential.
• Discipline to work without direct supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsabilidades

• Enroll and support clients who request guidance.
• Deliver clear, human communications with clients.
• Work with mentors and a growing team.
• Present financial service guidance during web sessions.

Conocimientos

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Descripción del empleo

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”