Remote Protection 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

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”