Family Services Advisor - Remote

AO Garcia Agency; Anaheim (CA); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Garcia Agency seeks a client-facing professional for fully remote work in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship, and a flexible schedule that fits real life.

You will handle web presentations and ongoing client support, ensuring value for families. The role emphasizes clear communication, self-discipline without constant supervision, adherence to a proven process, and an interest in benefits

Qualifications

• Clear, human, client-facing communication.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage clients in a remote, client-facing capacity using web presentations.
• Follow a proven process for client interactions and benefits discussions.

Skills

Clear communication

Self-motivation

Adaptability

Guided process adherence

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"