Remote Client Advisor for Financial Protection

AO Garcia Agency; Oregon; Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Remote work

Written process to follow

Coaching from experienced staff

Leadership path for high performers

Job summary

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

Take conversations, explain benefits simply, assist clients in enrollment when appropriate, and maintain a disciplined follow-up rhythm. Interviews are on Zoom and success can lead to leadership roles.

Responsibilities

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Skills

Competitive

Coachable

Comfortable on camera

Job description

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

Take conversations, explain benefits simply, assist clients in enrollment when appropriate, and maintain a disciplined follow-up rhythm. Interviews are on Zoom and success can lead to leadership roles.