Remote Protection Planning Advisor

AO Garcia Agency; Brewer (ME); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Remote work

Job summary

AO Garcia Agency in the United States is seeking a remote client-advisor to work with warm leads seeking financial-protection options. You will be trained, coached, and measured on activity and results.

The role involves taking conversations, explaining benefits clearly, helping clients enroll when appropriate, and maintaining a disciplined follow-up rhythm. Interviews are conducted on Zoom.

Responsibilities

• Take requested conversations with warm leads
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.