Virtual Insurance Advisor

AO Garcia Agency; Hyattsville (MD); Remote; USD 42,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a remote, client-centered role in the financial services space. You will enroll and support clients who request guidance, delivering clear information and compassionate service from a home-based setup.

You will work with a growing team, benefiting from mentorship and a schedule you can build around real life, while maintaining a portfolio of clients you keep serving beyond initial calls.

Qualifications

• Clear and human communication
• Self-discipline with minimal supervision
• Willingness to follow a proven process
• Interest in benefits conversations, not just sales energy

Responsibilities

• Enroll and support clients who request guidance
• Represent financial services offerings to clients
• Collaborate with mentors and team to deliver consistent support

Skills

Clear communication

Self-discipline

Process-oriented

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”