Remote Financial Services Representative

AO Garcia Agency; Box Elder (SD); Remote; USD 50,000 - 70,000; Full time

Job summary

AO Garcia Agency seeks a motivated, client-facing specialist for a fully remote role in financial services. You will enroll and support clients who request guidance, with training and leaders who stay involved and help you grow.

You’ll work from home in a structure that prioritizes real-life scheduling and ongoing portfolio engagement beyond one-off calls.

Qualifications

• Clear, human-focused communication.
• Self-motivated with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Skills

Clear communication

Self-discipline

Process adherence

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”