Remote Client Advisor – Financial Services

AO Garcia Agency; Vineland (NJ); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote specialist in financial services. You will enroll and support clients who asked for guidance, with a focus on clear, human communication and disciplined adherence to a proven process.

You will join a growing team, receive mentorship and tools, and help families with benefits conversations in a flexible schedule that fits real life.

Qualifications

• Clear, human communication style.
• Discipline and self-management without direct supervision.
• Openness to following a proven process.
• Interest in benefits conversations beyond sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Present financial services options with clarity.
• Build relationships with families and maintain follow-up.

Skills

Clear communication

Self-motivation

Process adherence

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote specialist in financial services. You will enroll and support clients who asked for guidance, with a focus on clear, human communication and disciplined adherence to a proven process.

You will join a growing team, receive mentorship and tools, and help families with benefits conversations in a flexible schedule that fits real life.