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AO Garcia Agency seeks a client-facing professional to deliver guided financial services in a fully remote capacity. You will enroll and support clients who request guidance, using a proven process and tools provided by the company.
A schedule that accommodates real life and a focus on meaningful work with families are core aspects of this role. You will partner with leaders who stay involved, gaining mentorship while handling home-office web presentations and client interactions that matter in
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.