Remote Member Advocate

AO Garcia Agency; Alexandria (LA); Remote; USD 55,000 - 75,000; 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, receive tools and mentorship, and help enroll and support clients who seek guidance.

The position emphasizes remote work, training, and a schedule that fits real life. You will engage in benefits conversations, follow a proven process, and contribute meaningfully to families seeking guidance.

Qualifications

• Clear, human-centered communication required.
• Ability to work independently with discipline.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide client-facing financial services support remotely.
• Adopt a proven process with mentorship and tools.

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”