Protection Services Representative - Remote

AO Garcia Agency; Richmond (KY); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a remotely-based role in the US to enroll and guide clients seeking financial guidance. You will be paired with a growing team and receive mentorship as you support families with useful financial decisions.

The position emphasizes helping clients with benefits discussions and building trust through clear, human communication, all from a home-based setup with flexible scheduling.

Qualifications

• Clear, human communication is essential.
• Ability to organize work and follow a proven process.
• Motivation to engage in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Work with a team and leverage provided tools and mentorship.
• Present information to clients via home-office web presentations.

Skills

Clear communication

Self-discipline

Process-oriented

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”