Remote Insurance Client Services Advisor

AO Garcia Agency; Lafayette (IN); Remote; USD 60,000 - 90,000; Full time

Job summary

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

This role offers flexible scheduling, meaningful work for families, and leadership-driven training with hands-on involvement, focusing on benefits conversations within a proven process.

Qualifications

• Clear and human communication is required.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.

Skills

Clear communication

Self-discipline

Process openness

Benefits conversations

Job description

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

This role offers flexible scheduling, meaningful work for families, and leadership-driven training with hands-on involvement, focusing on benefits conversations within a proven process.