Work From Home - Family Advocate

AO Garcia Agency; Lexington (KY); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Mentorship

Flexible schedule

Remote work

Job summary

AO Garcia Agency is seeking a client-facing, fully remote financial services professional to enroll and support clients who request guidance. You’ll be paired with a growing team, given tools and mentorship, and will contribute to meaningful work for families.

Expect a schedule you can build around real life, training, and ongoing involvement from leaders who stay engaged. This role emphasizes delivering value over a one-off sales approach.

Qualifications

• Clear and human communication style.
• Disciplined and able to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who ask for guidance.
• Deliver and participate in web presentations.
• Work remotely as part of a client-facing financial services team.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Client-facing

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"