Remote Member Support Advisor

AO Garcia Agency

Clovis (NM)

Remote

USD 52,000 - 76,000

Full time

3 days ago
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Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will join a growing team, receive tools and mentorship, and help enroll and support clients who seek guidance.

This position emphasizes delivering real value to families, with a schedule you can build around real life and ongoing support through a proven process that keeps you connected to clients over time.

Qualifications

  • Clear, human-focused communication.
  • Ability to work without direct supervision.
  • Willingness to follow a proven process.
  • Interest in benefits conversations, not just sales energy.

Responsibilities

  • Enroll and support clients who asked for guidance.
  • Provide client-facing services remotely.
  • Collaborate with a growing team and receive mentorship.
  • Manage a schedule you can build around real life.

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"
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