Part-Time Remote Financial Protection Advisor

AO Garcia Agency; Horn Lake (MS); Remote; USD 55,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive mentorship, and enroll and support clients who seek guidance.

The position emphasizes building lasting relationships with families and delivering meaningful, ongoing financial guidance. You will experience a flexible schedule, access to tools, and leaders who stay involved to help you succeed in a supportive environment.

Qualifications

• Clear, human communication.
• Self-discipline without direct supervision.
• Willingness to follow a proven process.

Responsibilities

• Client-facing responsibilities in a fully remote setup.
• Deliver information via web presentations to clients.
• Support families by guiding financial choices.
• Maintain a schedule that fits real-life commitments.
• Build and manage a portfolio of ongoing client relationships.

Skills

Clear communication

Self-discipline

Process adherence

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive mentorship, and enroll and support clients who seek guidance.

The position emphasizes building lasting relationships with families and delivering meaningful, ongoing financial guidance. You will experience a flexible schedule, access to tools, and leaders who stay involved to help you succeed in a supportive environment.