Remote Financial-Protection Client Advisor

AO Garcia Agency; Oregon; Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Remote work

Coaching

Leadership path

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with growth potential. This role handles warm leads from clients who already requested help with financial-protection options, and you will be trained, coached, and measured on activity and results.

You will take requested conversations (no cold lists), explain benefit options simply, help clients enroll when it fits, and maintain a clean follow-up rhythm.

Responsibilities

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Job description

AO Garcia Agency is seeking motivated individuals for a remote career with growth potential. This role handles warm leads from clients who already requested help with financial-protection options, and you will be trained, coached, and measured on activity and results.

You will take requested conversations (no cold lists), explain benefit options simply, help clients enroll when it fits, and maintain a clean follow-up rhythm.