Family Protection Representative - Remote

AO Garcia Agency; Stillwater (OK); Remote; USD 42,000 - 64,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote financial services specialist. You will enroll and support clients, guided by mentorship and a proven process, with tools to help families. The role focuses on real-life scheduling, meaningful work, and building a portfolio of ongoing client engagements rather than one-off calls.

Excellent communication and discipline are essential as you work independently from a home office with web presentations and scheduled client interactions.

Qualifications

• Clear and human communication.
• Self-discipline to work without a supervisor.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Skills

Clear communication

Self-discipline

Process orientation

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”