Client Services Advocate (Remote, Flexible, Weekly Pay)

Aogarciaagency; Rutland (VT); Remote; USD 27,000 - 46,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Weekly pay

Mentorship and complete training

Advancement based on performance

Industry leading tools and technology

Work from home (web conference-based)

Job summary

Aogarciaagency in the United States is seeking a motivated professional to join our flexible, home-based team. You will conduct virtual consultations with families, assess their financial needs, and present suitable solutions, supporting clients from wherever you are.

You will cultivate lasting relationships through regular check-ins, handle related administrative tasks, and take advantage of mentorship, training, and access to industry-leading tools.

Qualifications

• Experience conducting virtual consultations with clients.
• Ability to assess client needs and present suitable solutions.
• Strong relationship-building and client follow-up skills.
• Comfort with managing administrative tasks and scheduling.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through periodic check-ins.
• Completing related administrative tasks (note taking, appointment setting) as needed.

Skills

Virtual consultations

Needs assessment

Relationship building

Communication

Administrative tasks

Time management

Tools

Zoom

Job description

Aogarciaagency in the United States is seeking a motivated professional to join our flexible, home-based team. You will conduct virtual consultations with families, assess their financial needs, and present suitable solutions, supporting clients from wherever you are.

You will cultivate lasting relationships through regular check-ins, handle related administrative tasks, and take advantage of mentorship, training, and access to industry-leading tools.