Remote Family Protection Advisor

Aogarciaagency; New Iberia (LA); Remote; USD 40,000 - 60,000; Full time

Job summary

Aogarciaagency is seeking a client-facing specialist for a fully remote role in financial services. You will enroll and support clients who request guidance, paired with a growing team, tools, and mentorship to help families make informed decisions.

You’ll build your schedule around real life while delivering web presentations from a home office and contributing to meaningful work that matters to families. Training and ongoing support are provided to help you succeed in this collaborative role.

Qualifications

• Clear, human communication is required.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Join a growing team with mentorship and tools.
• Deliver web presentations from a home office.
• Build a schedule that fits real life.
• Provide ongoing benefits discussions as part of client engagement.

Skills

Clear communication

Self-discipline

Independent work

Process oriented

Benefits conversations

Job description

Aogarciaagency is seeking a client-facing specialist for a fully remote role in financial services. You will enroll and support clients who request guidance, paired with a growing team, tools, and mentorship to help families make informed decisions.

You’ll build your schedule around real life while delivering web presentations from a home office and contributing to meaningful work that matters to families. Training and ongoing support are provided to help you succeed in this collaborative role.