Remote Coverage Specialist

AO Garcia Agency; Norwalk (CT); Remote; USD 50,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional in the financial services sector. You will enroll and support clients who seek guidance, with a focus on helping families through web presentations and ongoing service.

You will join a growing team with tools and mentorship, working on real-life cases and building a portfolio of clients you keep serving, not just one-off calls. A schedule that accommodates real life is offered.

Qualifications

• Clear and human communication
• Self-discipline with no direct supervision
• Willingness to follow a proven process
• Interest in benefits conversations, not just 'sales energy'

Responsibilities

• Enroll and support clients who asked for guidance.
• Present information to clients via web presentations.
• Collaborate with a growing team and benefit from mentorship.

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"