Protection Planning Representative - Work From Home

AO Garcia Agency; Waterbury (CT); Remote; USD 55,000 - 75,000; 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 seek guidance, often through engaging web presentations.

You will join a growing team with mentorship and practical tools, and you can build a schedule that fits real life. The focus is on clear, human communication and a proven process, with emphasis on benefits conversations rather than hard selling.

Qualifications

• Must communicate clearly and humanely.
• Able to stay motivated with minimal supervision.
• Willingness to follow a proven sales/engagement process.

Responsibilities

• Enroll and support clients seeking guidance.
• Deliver web presentations to clients.
• Collaborate with mentors and team to improve outcomes.

Skills

Clear communication

Self-discipline

Process adherence

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”