Remote Policy Review Specialist

AO Garcia Agency; Frankfort (KY); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Mentorship

Job summary

AO Garcia Agency seeks a client-facing professional to work fully remote in the United States, focusing on guiding families through financial services decisions. You’ll be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

You’ll benefit from a setup that supports a real-life schedule, ongoing training, and leaders who stay involved while you build a portfolio of clients to serve over time.

Qualifications

• Clear, human communication is essential.
• Ability to work without direct supervision and stay disciplined.
• Willingness to follow a proven process and framework.

Responsibilities

• Enroll and support clients who seek guidance in financial services.
• Engage with clients via home office setup and web presentations.
• Maintain a portfolio of ongoing client relationships and timely follow-ups.

Skills

Clear communication

Self-motivation

Process adherence

Client empathy

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”