Remote Client Advisor — Family‑Focused Financial Services

AO Garcia Agency; Newport (RI); Remote; USD 50,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing specialist for a fully remote role in financial services. You will enroll and support clients who asked for guidance, using a proven process and tools provided.

The position offers a schedule you can build around real life, with training and leadership involvement to help you succeed. You will focus on meaningful conversations about benefits and solutions for families.

Qualifications

• Experience communicating with clients in a service setting.
• Ability to work independently without direct supervision.
• Interest in benefits conversations, not just sales.
• Comfort with virtual/remote client interactions.

Responsibilities

• Enroll and support clients who seek guidance.
• Conduct web presentations and educate clients about services.
• Work with a proven process and training provided.
• Help families with financial services questions.

Skills

Clear communication

Client support

Active listening

Discipline

Open to process

Job description

AO Garcia Agency is seeking a client-facing specialist for a fully remote role in financial services. You will enroll and support clients who asked for guidance, using a proven process and tools provided.

The position offers a schedule you can build around real life, with training and leadership involvement to help you succeed. You will focus on meaningful conversations about benefits and solutions for families.