Remote Family Protection Associate

AO Garcia Agency; Toledo (OH); Remote; USD 52,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, delivering clear, human communication from your home office.

You'll join a growing team, receive training and mentorship, and work with a proven process to benefit families. The position offers flexible scheduling and the chance to build a meaningful client portfolio.

Qualifications

• Clear and human communication.
• Self-discipline without supervision.
• Willingness to follow a proven process.
• Interest in benefits discussions, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Collaborate with a growing team and use provided tools and mentorship.
• Deliver client-focused financial services communications remotely.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• 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”