Remote Client Advisor — Financial Services Guidance

AO Garcia Agency; United States; Remote; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

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

The position emphasizes remote webinars, home-office setup, and meaningful work that benefits families. You will engage in benefits conversations as part of trusted guidance, with a schedule you can build around real life and a portfolio you continue to serve

Qualifikationen

• Clear, human, and effective communication.
• Disciplined, self-guided work style with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing client benefits, not just sales pitches.

Aufgaben

• Enroll and support clients who request guidance.
• Join a growing team with mentorship and tools.
• Deliver remote, web-based presentations to clients.
• Build a schedule that fits real-life commitments.

Kenntnisse

Clear communication

Self-discipline

Process orientation

Benefits discussions

Jobbeschreibung

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

The position emphasizes remote webinars, home-office setup, and meaningful work that benefits families. You will engage in benefits conversations as part of trusted guidance, with a schedule you can build around real life and a portfolio you continue to serve