Family Services Advisor - Remote

AO Garcia Agency; Ames (IA); Remote; USD 52,000 - 72,000; Full time

Job summary

AO Garcia Agency seeks a client-facing, fully remote role in financial services. You’ll enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship.

You’ll build a schedule around real life, manage ongoing client relationships, and contribute to a portfolio you keep serving—not a stack of one-off calls. Expect training, leadership support, and a process that helps you guide families toward sound financial decisions.

Qualifications

• 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”

Responsibilities

• Enroll and support clients who asked for guidance.
• paired with a growing team and mentorship to guide clients.
• Build lasting client relationships through ongoing service.

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”