Remote Flexibility for Detail-Oriented Helpers

AO Garcia Agency; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, working with a growing team and leveraging provided tools and mentorship.

The position emphasizes remote webinars, home-office setup, and meaningful work that benefits families. You will engage in benefits conversations as part of trusted guidance, with a schedule you can build around real life and a portfolio you continue to serve

Qualifications

• Clear, human, and effective communication.
• Disciplined, self-guided work style with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing client benefits, not just sales pitches.

Responsibilities

• Enroll and support clients who request guidance.
• Join a growing team with mentorship and tools.
• Deliver remote, web-based presentations to clients.
• Build a schedule that fits real-life commitments.

Skills

Clear communication

Self-discipline

Process orientation

Benefits discussions

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”