Remote Financial Services Representative

AO Garcia Agency; Elsmere (DE); Remote; USD 42,000 - 62,000; Full time

Job summary

AO Garcia Agency in the United States is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, equipped with mentors and tools, and responsible for enrolling and supporting clients who request guidance.

This position emphasizes meaningful work for families, a schedule you can align with real life, and ongoing training from leaders who stay involved.

Qualifications

• Communication that is clear and human.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage in benefits conversations with clients, not just sales energy.
• Build and maintain client relationships over time.

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”