Part-Time Protection Planning Advisor - Work From Home

AO Garcia Agency; Clovis (NM); Remote; USD 40,000 - 60,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who requested guidance, working with a growing team and leveraging mentorship to deliver value.

The position offers a flexible schedule, a home-office setup, and the opportunity to build a long-term client portfolio while serving families with meaningful financial guidance.

Qualifications

• Clear, human communication is essential for client-facing work.
• Self-discipline with minimal supervision is required.
• Willingness to follow a proven process.
• Interest in discussing benefits as part of client guidance.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing remote team and leverage provided mentorship.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversation interest

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”