Client Service Advisor - Remote

AO Garcia Agency; South Jordan (UT); A distancia; USD 45.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Fully remote

Flexible schedule

Descripción de la vacante

AO Garcia Agency is seeking a client-facing, fully remote professional in financial services. You’ll be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal includes home office web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life. You’ll also maintain a portfolio of clients you keep serving, not just a stack of one-off calls.

Formación

• 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"

Responsabilidades

• Enroll and support clients who asked for guidance.
• Work with a growing team and mentors providing tools and direction.
• Engage clients via home-office web presentations and ongoing support.
• Maintain a portfolio of clients you keep serving, not just one-off calls.

Conocimientos

Clear communication

Self-discipline

Process adherence

Benefits conversations

Descripción del empleo

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"