Remote Insurance Advisor - Flexible Schedule & Mentorship

AO Garcia Agency; Herriman (UT); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Home office

Web presentations

Mentorship and training

Family-focused work

Job summary

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

You will work from a home office, delivering web presentations, focusing on benefits conversations and meaningful work that helps families, with training and leaders who stay involved and a schedule you can build around real life.

Qualifications

• Clear, human communication
• Self-discipline with no on-site supervision
• Openness to a proven process
• Interest in benefits conversations, not just 'sales energy'

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver client-facing web presentations and virtual sessions.
• Follow a proven process and training provided by the company.
• Maintain a professional, client-first approach in all interactions.
• Coordinate with mentors and leaders to ensure client success.

Job description

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

You will work from a home office, delivering web presentations, focusing on benefits conversations and meaningful work that helps families, with training and leaders who stay involved and a schedule you can build around real life.