Remote Insurance Advisor - Family Finances & Guidance

AO Garcia Agency; Flint (MI); Remote; USD 36,000 - 60,000; Full time

Benefits offered by this job

Home office

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional in the financial services space. You will enroll and support clients who asked for guidance, leveraging a structured process and remote web presentations.

You will be paired with a growing team, receive tools and mentorship, and work a schedule that fits real life. Focus on delivering value to families through benefits conversations, not just sales energy.

Qualifications

• Clear and human communication style.
• Ability to work independently without micromanagement.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales.

Responsibilities

• Enroll and support clients who request guidance.
• Deliver web presentations to clients.
• Build relationships with families through remote meetings.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote professional in the financial services space. You will enroll and support clients who asked for guidance, leveraging a structured process and remote web presentations.

You will be paired with a growing team, receive tools and mentorship, and work a schedule that fits real life. Focus on delivering value to families through benefits conversations, not just sales energy.