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AO Garcia Agency is seeking a client-facing professional to support clients in a fully remote role within financial services. You will be paired with a growing team, receive tools and mentorship, and guide families who request guidance on benefits and services.
The position focuses on meaningful work for families, with training and leaders who stay involved, and a schedule that fits real life. You will build lasting client relationships and deliver consistent, high-quality guidance from home.
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.