Remote Member Advocate

AO Garcia Agency; Laurel (DE); Remote; USD 55,000 - 90,000; Full time

Job summary

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

The position emphasizes clear communication, disciplined work without constant supervision, adherence to a proven process, and a focus on benefits conversations during client engagements.

Qualifications

• Clear, human communication style is required.
• Discipline and ability to work without constant supervision.
• Willingness to follow a proven process and guidelines.
• Interest in discussing benefits as part of client conversations.

Responsibilities

• Enroll and support clients who requested guidance.
• Present and explain financial service options to clients.
• Maintain and nurture ongoing client relationships with a service mindset.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

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"