Remote Protection Planning Advisor

AO Garcia Agency; Clovis (NM); Remote; USD 40,000 - 60,000; 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 requested guidance, working with a growing team and leveraging mentorship to deliver value.

The position offers a flexible schedule, a home-office setup, and the opportunity to build a long-term client portfolio while serving families with meaningful financial guidance.

Qualifications

• Clear, human communication is essential for client-facing work.
• Self-discipline with minimal supervision is required.
• Willingness to follow a proven process.
• Interest in discussing benefits as part of client guidance.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing remote team and leverage provided mentorship.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversation interest

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 requested guidance, working with a growing team and leveraging mentorship to deliver value.

The position offers a flexible schedule, a home-office setup, and the opportunity to build a long-term client portfolio while serving families with meaningful financial guidance.