Remote Family Financial Protection Advisor

AO Garcia Agency; Cumberland (MD); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Home office

Mentorship

Flexible schedule

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional to deliver financial guidance to families across the United States. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who ask for guidance.

You will join a program that values training, leaders who stay involved, and a schedule you can build around real life. This role emphasizes meaningful work that helps families manage their finances effectively.

Qualifications

• Clear, human, client-facing communication.
• Disciplined, able to work without direct supervision.
• Open to following a proven process.
• Interested in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Work with a growing team and mentors, leveraging provided tools.
• Provide client-focused financial guidance tailored to families.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote professional to deliver financial guidance to families across the United States. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who ask for guidance.

You will join a program that values training, leaders who stay involved, and a schedule you can build around real life. This role emphasizes meaningful work that helps families manage their finances effectively.