Remote Family Services Coordinator

AO Garcia Agency; Greenville (MS); Remote; USD 42,000 - 64,000; Full time

Job summary

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

You will engage families with clear, human communication and participate in a proven process that emphasizes real impact and trusted relationships. You will have a schedule you can build around real life, and you will manage a portfolio you keep serving — not a stack of one-off calls.

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”