Remote Protection Planning Advisor

AO Garcia Agency; Ely (NV); Remote; USD 50.000 - 75.000; Vollzeit

Zusammenfassung

AO Garcia Agency is seeking a client-facing professional to join our fully remote financial services team. You will enroll and support clients who ask for guidance, with tools and mentorship provided, and a schedule that adapts to real life.

You will work with a growing team, delivering training and maintaining ongoing client portfolios, while applying a proven process to conversations about benefits, not just sales energy. This role also values clear communication and disciplined autonomy.

Qualifikationen

• Clear and human communication.
• Self-discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Aufgaben

• Enroll and support clients who asked for guidance.
• Deliver remote web presentations to clients and stakeholders.
• Mentor and collaborate with a growing team.

Kenntnisse

Clear communication

Self-motivation

Process orientation

Benefits conversations

Jobbeschreibung

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"