Family Needs Assessment Advisor - Remote

AO Garcia Agency; Lee's Summit (MO); Remote; USD 60,000 - 80,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional to guide families through financial services with a human touch.

You will enroll and support clients who asked for guidance, join a growing team with mentorship and tools, and build a schedule that fits real life.

Qualifications

• Clear, human communication
• Self-discipline with minimal supervision
• Willingness to follow a proven process
• Interest in benefits conversations beyond sales energy

Responsibilities

• Enroll and support clients who asked for guidance
• Collaborate with a growing team and mentorship resources
• Represent AO Garcia Agency in client-facing sessions while maintaining high professionalism

Skills

Clear communication

Self-discipline

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"