Remote Protection & Benefits Planning Advisor

AO Garcia Agency; Boulder (CO); Remote; USD 38,000 - 70,000; Full time

Job summary

AO Garcia Agency seeks a client-facing professional for a fully remote role in the financial services sector. You will enroll and support clients who seek guidance, using available tools and mentorship to deliver meaningful help.

The position emphasizes a structured approach with a schedule that accommodates real life and family needs. Join a growing team where training and leadership stay involved and you will present information through web sessions to assist clients in making informed

Qualifications

• Clear and human communication.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present information via web presentations.
• Work with a growing team and receive mentorship.
• Deliver value to families through benefits discussions.

Skills

Clear communication

Self-discipline

Process mindset

Benefits conversations

Job description

AO Garcia Agency seeks a client-facing professional for a fully remote role in the financial services sector. You will enroll and support clients who seek guidance, using available tools and mentorship to deliver meaningful help.

The position emphasizes a structured approach with a schedule that accommodates real life and family needs. Join a growing team where training and leadership stay involved and you will present information through web sessions to assist clients in making informed