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AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who have questions or requests for guidance, working with a growing team and mentors.
The position emphasizes delivering meaningful client outcomes from a home office, with a schedule that accommodates real life. You will engage families with a proven process, balancing training and mentorship with autonomous work, and you will manage a portfolio of clients
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.