Protection Planning Representative - Work From Home

AO Garcia Agency; Fort Mill (SC); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Home office setup

Flexible schedule

Ongoing training

Mentorship

Job summary

AO Garcia Agency is hiring for a remote client-facing role in financial services. You will enroll and support clients who ask for guidance, working with mentors and a growing team.

The position emphasizes home-office work, web presentations, and a schedule that accommodates real life while focusing on meaningful client outcomes. As part of a collaborative environment, you will engage families with benefit conversations, following a proven process and delivering clear, empathetic communication.

Qualifications

• Clear and human communication is required.
• Ability to work without direct supervision while staying disciplined.
• Openness to following a proven, structured process.
• Interest in discussing benefits as part of client conversations.

Responsibilities

• Enroll and support clients who seek guidance.
• Pair with a growing team and leverage provided tools and mentorship.
• Conduct client-facing sessions and web presentations from a home office.
• Build relationships with families by focusing on meaningful guidance and benefit options.

Skills

Clear communication

Self-discipline

Process-oriented

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”