100% Remote Client Relations Advisor

AO Garcia Agency; Sumter (SC); Remote; USD 50,000 - 70,000; Full time

Job summary

AO Garcia Agency is hiring for a client-facing, fully remote role in financial services. You will enroll and support clients who seek guidance, using established processes and tools that help families make informed financial choices.

Join a growing team with mentorship, a schedule you can tailor around real life, and meaningful work that matters to families.

Qualifications

• Clear, human communication is essential.
• Self-discipline with minimal supervision.
• Willingness to follow proven processes.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Deliver client-focused financial guidance remotely.
• Collaborate with a growing team and utilize provided tools and mentorship.

Skills

Clear communication

Self-discipline

Process adoption

Benefits conversation

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"