Remote Client Advisor - Detail-Oriented, Flexible Schedule

Aogarciaagency; Norwalk (CT); Remote; USD 50,000 - 70,000; Full time

Job summary

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team and provided with tools and mentorship to help you succeed.

The position emphasizes presenting information via home-office and web presentations, offering a training-focused environment with leaders who stay involved. A flexible schedule helps you balance real life with meaningful work and a portfolio you

Qualifications

• Clear, human communication is required.
• Ability to work with a proven process without direct supervision.
• Interest in benefits conversations, not just “sales energy”.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver information through home-office setups and web presentations.
• Build lasting relationships with families through ongoing support.

Skills

Clear communication

Self-motivation

Discipline without supervision

Job description

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team and provided with tools and mentorship to help you succeed.

The position emphasizes presenting information via home-office and web presentations, offering a training-focused environment with leaders who stay involved. A flexible schedule helps you balance real life with meaningful work and a portfolio you