Remote Family Coverage Specialist

AO Garcia Agency; Bismarck (ND); Remote; USD 60,000 - 85,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Mentorship

Job summary

AO Garcia Agency is seeking a client-facing, fully remote specialist in financial services. You will enroll and support clients who asked for guidance, presenting information via web sessions and helping families make informed decisions.

You will join a growing team with mentorship and tools to succeed, while building a flexible schedule that fits real life and a portfolio of ongoing client work.

Qualifications

• Clear and human communication style.
• Ability to work independently without constant supervision.
• Openness to following a proven process.
• Interest in discussing benefits with clients, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Present information and options through web sessions.
• Support families with financial service guidance and questions.
• Contribute to a client-centric, remote-friendly team approach.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

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"