Remote Family Needs Assessment Advisor — Growth & Leadership Path

AO Garcia Agency; Madison (WI); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced team

Clear process with defined role

Job summary

AO Garcia Agency in the United States is seeking motivated individuals for a remote career with upside in financial-protection options. You’ll engage with people who requested help, be trained, coached, and measured on activity and results.

The work involves taking conversations, explaining benefits simply, and helping clients enroll when appropriate, with a predictable follow-up rhythm. Interviews are on Zoom; success offers a path into leadership for top performers.

Responsibilities

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Job description

AO Garcia Agency in the United States is seeking motivated individuals for a remote career with upside in financial-protection options. You’ll engage with people who requested help, be trained, coached, and measured on activity and results.

The work involves taking conversations, explaining benefits simply, and helping clients enroll when appropriate, with a predictable follow-up rhythm. Interviews are on Zoom; success offers a path into leadership for top performers.