Remote Financial Services Sales & Support Associate

AO Garcia Agency; Westbrook (ME); Remote; USD 42,000 - 66,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in the financial services sector. You will enroll and support clients who request guidance, working with a growing team and with mentors to ensure successful client outcomes.

This position offers a schedule you can build around real life, ongoing training, and leaders who stay involved, enabling you to deliver meaningful financial guidance to families while maintaining a healthy work–life balance.

Qualifications

• Clear, human-centered communication is required.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Collaborate with a growing team and use provided tools.
• Deliver client-focused financial services with integrity.

Skills

Clear communication

Self-motivation

Process discipline

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote role in the financial services sector. You will enroll and support clients who request guidance, working with a growing team and with mentors to ensure successful client outcomes.

This position offers a schedule you can build around real life, ongoing training, and leaders who stay involved, enabling you to deliver meaningful financial guidance to families while maintaining a healthy work–life balance.