Remote Client Advisor for Financial Protection

AO Garcia Agency; Bath (ME); Remote; USD 50,000 - 65,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from experienced team

Leadership path

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will work with warm leads who previously requested help with financial-protection options, and you will be trained, coached, and measured on activity and results.

You will explain benefits clearly, help clients enroll when it’s a good fit, and maintain a steady follow-up rhythm. Interviews are on Zoom, and the role offers remote work with a path into leadership for high performers.

Qualifications

• Must be comfortable talking to clients.
• Able to learn and follow a written process.
• Self-motivated and coachable in a remote setting.

Responsibilities

• Handle conversations with warm leads about financial-protection options.
• Explain benefit options clearly and simply.
• Assist clients in enrolling when appropriate.
• Maintain a consistent follow-up rhythm.

Skills

Communication

Coaching

On-camera

Remote work

Job description

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will work with warm leads who previously requested help with financial-protection options, and you will be trained, coached, and measured on activity and results.

You will explain benefits clearly, help clients enroll when it’s a good fit, and maintain a steady follow-up rhythm. Interviews are on Zoom, and the role offers remote work with a path into leadership for high performers.