Remote Client Advisor - Financial Services

AO Garcia Agency; El Paso (TX); Remote; USD 42,000 - 60,000; Full time

Job summary

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

Responsibilities include delivering clear information through web presentations, building relationships with families, and following a proven process to ensure client satisfaction. A flexible schedule that fits real life is highlighted as part of the deal.

Qualifications

• Clear and human communication skills are required.
• Ability to work without direct supervision and stay disciplined.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Present information via web presentations to clients.
• Collaborate with a growing team to deliver value to families.

Skills

Clear communication

Self-motivation

Process orientation

Benefits conversations

Job description

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

Responsibilities include delivering clear information through web presentations, building relationships with families, and following a proven process to ensure client satisfaction. A flexible schedule that fits real life is highlighted as part of the deal.