Remote Insurance Account Representative

AO Garcia Agency; Bath (ME); Remote; USD 52,000 - 78,000; Full time

Job summary

AO Garcia Agency is seeking a remote, client-facing specialist in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team that provides tools and mentorship to help you succeed.

You will operate in a fully remote setting with a schedule you can build around real life, engaging in benefit conversations and guiding families through decisions while upholding a human, clear communication style.

Qualifications

• Clear and human communication is essential.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not only sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, with tools and mentorship.
• Convey information clearly and help clients understand options.
• Contribute to a positive, client-focused experience.

Skills

Clear communication

Self-discipline

Process adaptability

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"