Remote Client Advisor - Financial Services

AO Garcia Agency; Owensboro (KY); Remote; USD 50,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing specialist to enroll and support clients who asked for guidance. This fully remote role offers a home office setup and web presentations as part of a client-centric financial services team.

You will join a growing team, receive tools and mentorship, and have a schedule you can build around real life while delivering impactful guidance to families.

Qualifications

• Clear and human communication is required.
• Ability to work without direct supervision.
• Willingness to follow a proven sales process.
• Interest in benefits discussions, not just energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Partner with mentors and use provided tools to guide clients.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing specialist to enroll and support clients who asked for guidance. This fully remote role offers a home office setup and web presentations as part of a client-centric financial services team.

You will join a growing team, receive tools and mentorship, and have a schedule you can build around real life while delivering impactful guidance to families.