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AO Garcia Agency is seeking a client-facing, fully remote professional in financial services who can enroll and support clients seeking guidance.
You will be paired with a growing team, provided with tools and mentorship, and you’ll manage a portfolio of clients and ongoing support—not a stack of one-off calls—while building a schedule around real life.
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.