Remote Family Protection Advisor

Aogarciaagency; Evanston (IL); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Home office

Mentorship

Flexible schedule

Training & leadership involvement

Family-focused impact

Job summary

Aogarciaagency is seeking a client-facing, fully remote specialist to enroll and support clients who seek guidance in financial services, paired with a growing team. You will work from a home office, with training and leaders who stay involved, and a schedule you can build around real life.

Expect to enroll clients via web presentations, provide ongoing support, and contribute to a portfolio of clients you keep serving.

Qualifications

• Clear and human communication
• Ability to work independently with minimal supervision
• Willingness to engage in a proven process
• Interest in discussing benefits, not just sales energy

Responsibilities

• Enroll and support clients seeking guidance in financial services.
• Present solutions via web presentations to clients remotely.
• Maintain client relationships and provide ongoing support.
• Operate within a structured, proven process and framework.

Skills

Clear communication

Self-motivation

Adaptability to process

Benefits conversations

Job description

Aogarciaagency is seeking a client-facing, fully remote specialist to enroll and support clients who seek guidance in financial services, paired with a growing team. You will work from a home office, with training and leaders who stay involved, and a schedule you can build around real life.

Expect to enroll clients via web presentations, provide ongoing support, and contribute to a portfolio of clients you keep serving.