Remote Client Advisor — Financial Services

Aogarciaagency; Town of Florida (NY); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Remote work

Mentorship

Flexible schedule

Job summary

Aogarciaagency is seeking a client-facing, fully remote professional in financial services who will enroll and support clients who ask for guidance.

You will join a growing team, receive tools and mentorship, and benefit from a schedule you can build around real life, along with training and leaders who stay involved.

This role values clear communication, disciplined workflow, and a genuine interest in helping clients explore benefits.

Qualifications

• Clear and human communication.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits discussions, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Collaborate with mentors and leaders to ensure client success.
• Deliver guidance to clients through structured, remote interactions.

Skills

Clear communication

Self-motivation

Process orientation

Benefits conversations

Job description

Aogarciaagency is seeking a client-facing, fully remote professional in financial services who will enroll and support clients who ask for guidance.

You will join a growing team, receive tools and mentorship, and benefit from a schedule you can build around real life, along with training and leaders who stay involved.

This role values clear communication, disciplined workflow, and a genuine interest in helping clients explore benefits.