Remote Financial Services Advisor for Families

AO Garcia Agency; Meriden (CT); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Mentorship program

Flexible schedule

Work from home

Job summary

AO Garcia Agency is seeking a remote client-facing professional in financial services. You will enroll and support clients who request guidance, leveraging a mentorship-informed setup to help families achieve their planning goals.

You will work from a home office, delivering web presentations and building lasting relationships with clients while following a proven process and schedule that fits real life.

Qualifications

• Clear, human communication style.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations beyond sales energy.

Responsibilities

• Enroll and support clients who ask for guidance.
• Leverage mentorship and tools provided to assist clients.
• Deliver web presentations from a home office.
• Build relationships with families through benefits discussions.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

AO Garcia Agency is seeking a remote client-facing professional in financial services. You will enroll and support clients who request guidance, leveraging a mentorship-informed setup to help families achieve their planning goals.

You will work from a home office, delivering web presentations and building lasting relationships with clients while following a proven process and schedule that fits real life.