Remote Policyholder Services Representative

AO Garcia Agency; Bixby (OK); Remote; USD 50,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing specialist to work fully remote within the financial services sector. You will enroll and support clients who request guidance, leveraging a structured process and clear communication.

You’ll be paired with a growing team, receive mentorship and tools, and have a schedule you can build around real life while delivering meaningful value to families. Training and ongoing development are provided to help you grow with the company and expand your impact in

Qualifications

• Clear, human communication expected.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.

Responsibilities

• Enroll and support clients who request guidance.
• Deliver web presentations from a home office.
• Work with a growing team and use provided mentorship and tools.

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”