Remote Family Protection Advisor

Aogarciaagency; Grants Pass (OR); Remote; USD 55,000 - 75,000; Full time

Job summary

Aogarciaagency is seeking a client-facing, fully remote professional in financial services to guide families through benefits conversations and guidance requests. You will be paired with a growing team, receive tools and mentorship, and play a key role in delivering meaningful support from a home office via web presentations.

You will have a flexible schedule that adapts to real life and work on a portfolio of clients rather than a stack of one-off calls, with training and ongoing leadership

Qualifications

• Clear and human communication is required.
• Discipline without a supervisor in the hallway.
• Open to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Communicate via web presentations from a home office.
• Work with a growing team and receive mentorship.
• Build a schedule that fits real life and manage a portfolio of clients.

Skills

Clear communication

Self-discipline

Process adoption

Benefits conversations

Job description

Aogarciaagency is seeking a client-facing, fully remote professional in financial services to guide families through benefits conversations and guidance requests. You will be paired with a growing team, receive tools and mentorship, and play a key role in delivering meaningful support from a home office via web presentations.

You will have a flexible schedule that adapts to real life and work on a portfolio of clients rather than a stack of one-off calls, with training and ongoing leadership