Client Needs Advisor - Remote

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

Benefits offered by this job

Home office

Mentorship and training

Flexible schedule

Remote role

Job summary

AO Garcia Agency is seeking a client-focused professional for a fully remote role in financial services. You will enroll and guide clients who seek advice, delivering value through clear, human communication and a client-centric approach.

You will join a growing team with mentorship from leaders, training opportunities, and a schedule you can build around real life, enabling meaningful work that improves families’ financial wellbeing.

Qualifications

• Clear and human communication.
• Ability to work independently.
• Adherence to proven processes.
• Empathy and client-focused approach.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage in benefits conversations, not just sales pitches.
• Follow a playbook and use provided mentorship and resources.
• Represent the company professionally in web presentations.

Skills

Clear communication

Self-discipline

Process adherence

Client empathy

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”