Remote Policy Services Specialist for Families

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

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.