Remote Family Protection Planner & Advisor

AO Garcia Agency; Johnston (RI); 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 financial services. You will enroll and support clients who asked for guidance, delivering clear, human service from your home office via web presentations.

The position offers a schedule you can adapt to real life, training and leadership support, and a portfolio of ongoing client work rather than one-off calls.

Qualifications

• Clear and human communication for client-facing roles.
• Ability to work independently with discipline.
• Willingness to follow a proven sales/benefits process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations from a home office.
• Build a schedule that fits real life while delivering value.
• Maintain a portfolio of clients served, not one-off calls.

Skills

Clear communication

Independent discipline

Process orientation

Benefits conversation interest

Job description

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

The position offers a schedule you can adapt to real life, training and leadership support, and a portfolio of ongoing client work rather than one-off calls.