Insurance Client Services Associate - Remote

AO Garcia Agency; Lafayette (IN); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency in the United States is seeking a client-facing role in financial services that is fully remote. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

This role offers flexible scheduling, meaningful work for families, and leadership-driven training with hands-on involvement, focusing on benefits conversations within a proven process.

Qualifications

• Clear and human communication is required.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.

Skills

Clear communication

Self-discipline

Process openness

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”