Remote Family Services Advisor — Flexible Schedule

AO Garcia Agency; Chesapeake (VA); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who requested guidance, paired with a growing team, with tools and mentorship provided.

This position centers on meaningful work that helps families and relies on a proven process. You will participate in benefits conversations, maintain discipline without constant supervision, and contribute to a supportive, results-driven environment while building a portfolio of clients

Qualifications

• Clear, human communication is essential.
• 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.
• Engage with a growing team, using provided tools and mentorship.
• Deliver client-centered benefit discussions and guidance.
• Participate in training and adhere to a structured process.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who requested guidance, paired with a growing team, with tools and mentorship provided.

This position centers on meaningful work that helps families and relies on a proven process. You will participate in benefits conversations, maintain discipline without constant supervision, and contribute to a supportive, results-driven environment while building a portfolio of clients