Remote Policyholder Support & Guidance Specialist

AO Garcia Agency; Barre (VT); Remote; USD 60,000 - 90,000; 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 seek guidance, partnering with a growing team that provides tools and mentorship.

Responsibilities emphasize delivering value to families, presenting information via web sessions, and building a schedule that fits real-life commitments while maintaining ongoing client relationships.

Qualifications

• Clear and human communication.
• Disciplined with minimal supervision.
• Open to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who ask for guidance.
• Work with a growing team and receive mentorship.
• Deliver web presentations from a home office.

Skills

Clear communication

Self-motivation

Process adoption

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 seek guidance, partnering with a growing team that provides tools and mentorship.

Responsibilities emphasize delivering value to families, presenting information via web sessions, and building a schedule that fits real-life commitments while maintaining ongoing client relationships.