Remote Financial Guidance & Member Support — Flexible Schedule

AO Garcia Agency; Clovis (NM); Remote; USD 52,000 - 76,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will join a growing team, receive tools and mentorship, and help enroll and support clients who seek guidance.

This position emphasizes delivering real value to families, with a schedule you can build around real life and ongoing support through a proven process that keeps you connected to clients over time.

Qualifications

• Clear, human-focused communication.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide client-facing services remotely.
• Collaborate with a growing team and receive mentorship.
• Manage a schedule you can build around real life.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will join a growing team, receive tools and mentorship, and help enroll and support clients who seek guidance.

This position emphasizes delivering real value to families, with a schedule you can build around real life and ongoing support through a proven process that keeps you connected to clients over time.