Remote Family Financial Services Advisor

AO Garcia Agency; Burnsville (MN); Remote; USD 50,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional in financial services. You will enroll and support clients who request guidance, with mentorship and the right tools to succeed.

Work from home with web presentations, real-life scheduling, and a portfolio you keep serving—not a stack of one-off calls. You’ll discuss benefits with families, following a proven process.

Training and leaders stay involved to help you grow in a flexible, family-friendly environment.

Qualifications

• Clear, human communication style.
• Ability to work independently without direct supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just “sales energy”.

Responsibilities

• Enroll and support clients who request guidance.
• Work remotely with web presentations and training support.
• Follow a proven process to discuss benefits with families.

Skills

Clear communication

Self-discipline

Process-driven

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote professional in financial services. You will enroll and support clients who request guidance, with mentorship and the right tools to succeed.

Work from home with web presentations, real-life scheduling, and a portfolio you keep serving—not a stack of one-off calls. You’ll discuss benefits with families, following a proven process.

Training and leaders stay involved to help you grow in a flexible, family-friendly environment.