Remote Enrollment Advisor for Family Finances

AO Garcia Agency; Coventry (RI); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Home office setup

Flexible schedule

Remote web presentations

Mentorship

Job summary

AO Garcia Agency is seeking a remote, client-facing role in financial services. You will enroll and support clients who seek guidance, paired with a growing team, with tools and mentorship provided. The position emphasizes home-office work, web presentations, and a schedule that fits real life.

You will engage in benefits conversations and follow a proven process, delivering meaningful work for families while maintaining clear, human communication and independence.

Qualifications

• Clear, human communication is essential.
• An ability to work without direct supervision is required.
• Willingness to follow a proven process.

Responsibilities

• Enroll and support clients who seek guidance.
• Deliver web presentations and engage clients remotely.
• Work with leaders and mentors who stay involved.

Skills

Clear communication

Self-motivation

Discipline

Benefits conversations

Job description

AO Garcia Agency is seeking a remote, client-facing role in financial services. You will enroll and support clients who seek guidance, paired with a growing team, with tools and mentorship provided. The position emphasizes home-office work, web presentations, and a schedule that fits real life.

You will engage in benefits conversations and follow a proven process, delivering meaningful work for families while maintaining clear, human communication and independence.