Protection Services Representative - Remote

AO Garcia Agency; Greenwich (CT); À distance; USD 55 000 - 75 000; Plein temps

Résumé du poste

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

You will have a schedule you can build around real life, with opportunities to present via web presentations and to work on meaningful family-focused outcomes while following a proven process.

Qualifications

• 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".

Responsabilités

• Enroll and support clients who asked for guidance.
• Engage with clients in a client-facing capacity using a proven process.

Connaissances

Clear communication

Self-discipline

Openness to process

Benefits conversations

Description du poste

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"