Remote Protection Planning Advisor — Flexible Schedule

AO Garcia Agency; Fort Mill (SC); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Home office setup

Flexible schedule

Ongoing training

Mentorship

Job summary

AO Garcia Agency is hiring for a remote client-facing role in financial services. You will enroll and support clients who ask for guidance, working with mentors and a growing team.

The position emphasizes home-office work, web presentations, and a schedule that accommodates real life while focusing on meaningful client outcomes. As part of a collaborative environment, you will engage families with benefit conversations, following a proven process and delivering clear, empathetic communication.

Qualifications

• Clear and human communication is required.
• Ability to work without direct supervision while staying disciplined.
• Openness to following a proven, structured process.
• Interest in discussing benefits as part of client conversations.

Responsibilities

• Enroll and support clients who seek guidance.
• Pair with a growing team and leverage provided tools and mentorship.
• Conduct client-facing sessions and web presentations from a home office.
• Build relationships with families by focusing on meaningful guidance and benefit options.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

AO Garcia Agency is hiring for a remote client-facing role in financial services. You will enroll and support clients who ask for guidance, working with mentors and a growing team.

The position emphasizes home-office work, web presentations, and a schedule that accommodates real life while focusing on meaningful client outcomes. As part of a collaborative environment, you will engage families with benefit conversations, following a proven process and delivering clear, empathetic communication.