Remote Family Services Coordinator

AO Garcia Agency; Spokane (WA); Remote; USD 55,000 - 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 request guidance, with tools and mentorship from a growing team. The position emphasizes presenting via web sessions and building long-term client relationships.

You will operate from a home office, delivering clear guidance and benefits conversations. A schedule that fits real life and ongoing client service is part of the deal, with leadership staying

Qualifications

• Clear, human communication style.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits with clients, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations from a home office.

Skills

Clear communication

Self-discipline

Process adaptability

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"