Remote Client Advisor — Financial Services

AO Garcia Agency; Murfreesboro (TN); Remote; USD 35,000 - 52,000; Full time

Benefits offered by this job

Home office setup

Fully remote

Flexible schedule

Mentorship program

Job summary

AO Garcia Agency is seeking a client-facing, fully remote position within financial services. You will be paired with a growing team, provided tools and mentorship, and responsible for enrolling and supporting clients who seek guidance.

Benefits include a schedule you can build around real life, a portfolio you keep serving, and opportunities to work with leaders who stay involved in your development.

Qualifications

• Clear, human communication with clients.
• Self-discipline and ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with mentors and leadership for effective onboarding.
• Represent the service in a client-facing, remote setting.

Skills

Clear communication

Self-motivation

Process oriented

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote position within financial services. You will be paired with a growing team, provided tools and mentorship, and responsible for enrolling and supporting clients who seek guidance.

Benefits include a schedule you can build around real life, a portfolio you keep serving, and opportunities to work with leaders who stay involved in your development.