Remote Family Protection Advisor

AO Garcia Agency; United States; Remote; USD 50,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in the financial services space. You will enroll and support clients who asked for guidance, with tools and mentorship from a growing team.

This position emphasizes a schedule you can build around real life, and a focus on benefits conversations beyond sales energy. The role is fully remote and designed for autonomy and impact.

Qualifications

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”

Responsibilities

• Enroll and support clients who asked for guidance
• Work with a growing team and mentors to deliver guidance to clients

Skills

Clear communication

Independent work

Process adherence

Client guidance

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in the financial services space. You will enroll and support clients who asked for guidance, with tools and mentorship from a growing team.

This position emphasizes a schedule you can build around real life, and a focus on benefits conversations beyond sales energy. The role is fully remote and designed for autonomy and impact.