Entry-Level Remote Financial Services Associate

AO Garcia Agency; Elizabeth (NJ); Remote; USD 55,000 - 95,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for fully remote work in financial services. You will guide families and individuals, enroll new clients, and provide ongoing support with a focus on clarity and empathy.

The role emphasizes self-motivation, process adherence, and the ability to discuss benefits beyond selling, with mentorship and tools provided to help you build trusted relationships.

Qualifications

• Clear and human communication on client interactions.
• Self-motivated, able to work without ongoing supervision.
• Ability to follow a proven process and guidelines.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Explain financial concepts in clear, human language.
• Maintain ongoing client relationships with regular check-ins.

Skills

Clear communication

Self-motivation

Process orientation

Benefits conversations

Job description

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”