Remote Insurance Client Advisor

AO Garcia Agency; Keene (NH); Remote; USD 45,000 - 60,000; Full time

Job summary

AO Garcia Agency is hiring for a client-facing, fully remote role in the financial services space. You will enroll and support clients who asked for guidance, pairing with a growing team that provides tools and mentorship.

The deal emphasizes a home office, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life. You will work with a portfolio you keep serving, not a stack of one-off calls.

Qualifications

• Clear and humane communication with clients.
• Ability to work without direct supervision.
• Openness to a proven sales/support process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who requested guidance.
• Work with a growing team using provided tools and mentorship.
• Provide client-facing guidance in financial services.

Skills

Clear communication

Self-discipline

Adaptability

Process orientation

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”