Virtual Insurance Advisor

AO Garcia Agency; Albany (GA); Remote; USD 40,000 - 60,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote, financial services role in the United States. You will be paired with a growing team, receive mentorship, and enroll and support clients who asked for guidance.

You will work with web presentations, helping families understand benefits, with a schedule you can build around real life. This position emphasizes clear, human communication and a proven process.

Qualifications

• Clear, human communication with clients.
• Ability to work independently without direct supervision.
• Wamiliarity with a proven sales/consultative process.

Responsibilities

• Enrol and support clients seeking guidance in financial services.
• Deliver client-facing experiences in a fully remote setting.
• Engage with web presentations and scheduled sessions.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

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"