Remote Financial Services Representative

AO Garcia Agency; Vineland (NJ); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote specialist in financial services. You will enroll and support clients who asked for guidance, with a focus on clear, human communication and disciplined adherence to a proven process.

You will join a growing team, receive mentorship and tools, and help families with benefits conversations in a flexible schedule that fits real life.

Qualifications

• Clear, human communication style.
• Discipline and self-management without direct supervision.
• Openness to following a proven process.
• Interest in benefits conversations beyond sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Present financial services options with clarity.
• Build relationships with families and maintain follow-up.

Skills

Clear communication

Self-motivation

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"