Remote Client Advisor, Financial Services

AO Garcia Agency; Asheville (NC); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, using a proven process and clear, human communication. You’ll be paired with a growing team, receive mentorship and tools, and help families with decisions that matter.

The schedule can be built around real life, with presentations delivered online. If you value meaningful work, learning, and helping clients navigate benefits conversations

Qualifications

• Must communicate clearly with a human touch.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Work with a growing team and leverage mentorship and tools.
• Deliver web presentations and guide clients remotely.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, using a proven process and clear, human communication. You’ll be paired with a growing team, receive mentorship and tools, and help families with decisions that matter.

The schedule can be built around real life, with presentations delivered online. If you value meaningful work, learning, and helping clients navigate benefits conversations