Fully Remote Client Services Advisor – Guidance & Benefits

AO Garcia Agency; Wauwatosa (WI); A distancia; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, leveraging mentorship and tools to drive outcomes.

The position emphasizes home-office work, meaningful work for families, ongoing training, and a schedule you can build around real life while serving a diverse client portfolio.

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
• Represent financial services offerings with clarity and care
• Follow the proven process and mentorship provided by the team

Conocimientos

Clear communication

Self-motivation

Discipline

Descripción del empleo

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, leveraging mentorship and tools to drive outcomes.

The position emphasizes home-office work, meaningful work for families, ongoing training, and a schedule you can build around real life while serving a diverse client portfolio.