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AO Garcia Agency seeks a client-facing professional for a fully remote role in financial services. You will enroll and support clients seeking guidance, presenting information through web sessions, and collaborating with a growing team.
The position emphasizes clear, human communication and disciplined execution within a proven process. You will engage with families, help articulate available benefits, and contribute to a portfolio of ongoing client relationships.
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.