Remote Needs Analysis Specialist

AO Garcia Agency; Bend (OR); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Home office setup

Mentorship program

Flexible schedule

Professional training

Job summary

AO Garcia Agency is seeking a remote, client-facing role in financial services. You will enroll and support clients who seek guidance and work within a team that provides tools and mentorship.

The position emphasizes training, real-life guidance from leaders, and a schedule you can build around real life, allowing you to serve families with meaningful financial support.

Qualifications

• Clear, human communication is essential.
• Ability to work independently with discipline.
• Willingness to follow a proven process.
• Interest in discussing benefits with clients.

Responsibilities

• Enroll and support clients who seek guidance.
• Partner with a growing team and utilize provided tools and mentorship.
• Engage in training sessions led by leaders who stay involved.
• Maintain a client-focused approach across a remote setup.

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"