Remote Client Advisor — Financial Services

AO Garcia Agency; Hot Springs (AR); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional in financial services. You will enroll and support clients who ask for guidance, while collaborating with a growing team and leveraging provided tools and mentorship.

This role offers a schedule you can build around real life, with meaningful work that helps families and a portfolio you keep serving—not a stack of one-off calls.

Training and leaders stay involved to support your success.

Qualifications

• Clear communication is essential for client guidance.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present web-based information to clients.
• Assist families with benefits conversations within a structured process.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote professional in financial services. You will enroll and support clients who ask for guidance, while collaborating with a growing team and leveraging provided tools and mentorship.

This role offers a schedule you can build around real life, with meaningful work that helps families and a portfolio you keep serving—not a stack of one-off calls.

Training and leaders stay involved to support your success.