Remote Insurance Client Advisor - Guidance & Benefits

AO Garcia Agency; Federal Way (WA); Remote; USD 40,000 - 70,000; Full time

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, provided tools and mentorship, and expected to enroll and support clients who asked for guidance.

The position emphasizes delivering clear communication, following a proven process, and engaging in benefits conversations beyond mere sales energy. A flexible schedule supports real-life commitments while building a portfolio of client relationships.

Qualifications

• 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”

Responsibilities

• Client-facing, fully remote role in financial services.
• You will be paired with a growing team, given tools and mentorship, and enroll and support clients who asked for guidance.

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, provided tools and mentorship, and expected to enroll and support clients who asked for guidance.

The position emphasizes delivering clear communication, following a proven process, and engaging in benefits conversations beyond mere sales energy. A flexible schedule supports real-life commitments while building a portfolio of client relationships.