Remote Protection Planning Advisor

AO Garcia Agency; Johnston (RI); A distancia; USD 50.000 - 75.000; Jornada completa

Descripción de la vacante

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, delivering clear, human service from your home office via web presentations.

The position offers a schedule you can adapt to real life, training and leadership support, and a portfolio of ongoing client work rather than one-off calls.

Formación

• Clear and human communication for client-facing roles.
• Ability to work independently with discipline.
• Willingness to follow a proven sales/benefits process.
• Interest in benefits conversations, not just sales energy.

Responsabilidades

• Enroll and support clients who asked for guidance.
• Deliver web presentations from a home office.
• Build a schedule that fits real life while delivering value.
• Maintain a portfolio of clients served, not one-off calls.

Conocimientos

Clear communication

Independent discipline

Process orientation

Benefits conversation interest

Descripción del empleo

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”