Remote Family Finance Advisor — Flexible Schedule

Aogarciaagency; Goodyear (AZ); Remote; USD 45,000 - 65,000; Full time

Job summary

Aogarciaagency is seeking a client-facing, fully remote professional to guide families through benefits conversations and enroll clients who ask for guidance. You will be paired with a growing team, receive ongoing tools and mentorship, and contribute meaningfully to a portfolio that you help serve.

The role offers a home office, web presentations, a schedule you can adapt to real life, and training from leaders who stay involved to ensure your ongoing success and growth.

Qualifications

• Clear and human communication is required.
• Self-discipline with minimal 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 and educate clients via web presentations.
• Collaborate with team and leadership to stay aligned.
• Manage a home-office setup and schedule around real life.

Skills

Clear communication

Self-motivation

Discipline

Process orientation

Benefits conversations

Job description

Aogarciaagency is seeking a client-facing, fully remote professional to guide families through benefits conversations and enroll clients who ask for guidance. You will be paired with a growing team, receive ongoing tools and mentorship, and contribute meaningfully to a portfolio that you help serve.

The role offers a home office, web presentations, a schedule you can adapt to real life, and training from leaders who stay involved to ensure your ongoing success and growth.