Client Service Advisor - Remote

AO Garcia Agency; Evanston (IL); A distancia; USD 60.000 - 75.000; Jornada completa

Descripción de la vacante

AO Garcia Agency invites you to join a remote financial-services role that emphasizes meaningful outreach to warm leads. You’ll work from home with structured days, guided coaching, and a focus on following up promptly to protect clients’ income and future.

Training is provided before you start, and top performers can pursue a leadership track as you build trust with clients and master the tools of the role.

Responsabilidades

• Remote financial-services role with structured days and warm-lead conversations.
• Coaching while ramping up.
• Prioritize on-time follow-up and client respect.

Descripción del empleo

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client