Remote Policy Services Representative

AO Garcia Agency; Cumberland (MD); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team and receiving tools and mentorship.

The deal emphasizes training and leaders who stay involved, and a schedule you can build around real life. You will work with families, delivering helpful guidance through a proven process and ongoing benefits conversations.

Qualifications

• Strong, clear, human communication.
• Ability to work independently without direct supervision.
• Openness to following a proven process.
• Interest in benefits conversations beyond basic sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage with clients remotely to deliver financial guidance.
• Participate in training and mentorship from leaders.
• Build a schedule that fits real-life commitments.

Skills

Clear communication

Self-discipline

Process openness

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"