Remote Insurance Advisor – Flexible, Client-Focused Support

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

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.