Remote Protection Planning Advisor

AO Garcia Agency; Waterbury (CT); Remote; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, often through engaging web presentations.

You will join a growing team with mentorship and practical tools, and you can build a schedule that fits real life. The focus is on clear, human communication and a proven process, with emphasis on benefits conversations rather than hard selling.

Qualifikationen

• Must communicate clearly and humanely.
• Able to stay motivated with minimal supervision.
• Willingness to follow a proven sales/engagement process.

Aufgaben

• Enroll and support clients seeking guidance.
• Deliver web presentations to clients.
• Collaborate with mentors and team to improve outcomes.

Kenntnisse

Clear communication

Self-discipline

Process adherence

Benefits conversations

Jobbeschreibung

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, often through engaging web presentations.

You will join a growing team with mentorship and practical tools, and you can build a schedule that fits real life. The focus is on clear, human communication and a proven process, with emphasis on benefits conversations rather than hard selling.