Remote Financial Protection Advisor for Families

AO Garcia Agency

Homer (AK)

Remote

USD 50,000 - 75,000

Full time

3 days ago
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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 access to tools and mentorship from a growing team.

You will present via home-office web sessions and build a schedule that fits real life while delivering meaningful work for families, with ongoing training and leadership involvement.

Qualifications

  • Clear and human communication style.
  • Self-discipline without direct supervision.
  • Willingness to follow a proven sales process.
  • Interest in discussing benefits, not just energy of sales.

Responsibilities

  • Enroll and support clients who ask for guidance.
  • Deliver client-facing support in a fully remote setup.
  • Collaborate with mentors and use available tools to assist families.

Skills

Clear communication
Self-discipline
Process orientation
Benefits conversations

Job description

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 access to tools and mentorship from a growing team.

You will present via home-office web sessions and build a schedule that fits real life while delivering meaningful work for families, with ongoing training and leadership involvement.

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