Remote Family Protection Advisor

Aogarciaagency

Frankfort (KY)

Remote

USD 60,000 - 90,000

Full time

7 days ago
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Job summary

Aogarciaagency is seeking a client-facing associate for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and help enroll and support clients who asked for guidance.

You’ll work from a home office, deliver clear, human communications, and build schedules that fit real life, while serving a portfolio of families rather than one-off calls.

This position emphasizes meaningful work and ongoing training with leaders who stay involved.

Qualifications

  • Strong, clear written and spoken communication.
  • Ability to work independently without constant 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 financial services remotely via web presentations.
  • Build relationships with families and manage schedules.

Skills

Clear communication
Self-discipline
Process adherence
Relationship-building

Job description

Aogarciaagency is seeking a client-facing associate for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and help enroll and support clients who asked for guidance.

You’ll work from a home office, deliver clear, human communications, and build schedules that fit real life, while serving a portfolio of families rather than one-off calls.

This position emphasizes meaningful work and ongoing training with leaders who stay involved.

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