Remote Family Services Coordinator

AO Garcia Agency; Fort Wayne (IN); Remote; USD 50,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional in financial services. You will support and guide clients who request guidance, leveraging a proven process with mentorship from a growing team.

You can build around real life with a flexible schedule, work from a home office, and continue serving a portfolio of clients, not a single stack of calls, ensuring meaningful impact for families.

Qualifications

• Clear and human communication is required.
• Self-discipline with minimal supervision is essential.
• Openness to following a proven sales/process approach.
• Interest in benefits conversations, not just sales energy.

Skills

Clear communication

Self-discipline

Process-oriented

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"