Remote Client Advisor – Financial Services

AO Garcia Agency; Elgin (IL); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Client mentoring

Professional training

Job summary

AO Garcia Agency is seeking a client-facing remote professional in financial services who can enroll and support clients who ask for guidance. You will work with a growing team, receive mentorship, and use provided tools to present information to families.

The role emphasizes meaningful work, a schedule you can build around real life, and ongoing training with leaders who stay involved.

Qualifications

• Clear, human communication throughout client interactions.
• Self-motivation with ability to work without direct supervision.
• Willingness to follow a proven process and guidelines.
• Interest in discussing benefits as part of client guidance.

Responsibilities

• Enroll and support clients seeking guidance.
• Deliver web presentations to client groups.
• Participate in ongoing training and mentorship programs.

Skills

Clear communication

Self-discipline

Process adoption

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing remote professional in financial services who can enroll and support clients who ask for guidance. You will work with a growing team, receive mentorship, and use provided tools to present information to families.

The role emphasizes meaningful work, a schedule you can build around real life, and ongoing training with leaders who stay involved.