Remote Client Advisor: Flexible Hours, Growth Path

AO Garcia Agency; Casper (WY); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Work from home (web conference-based)

Job summary

AO Garcia Agency offers a flexible work-from-home opportunity with a flexible schedule designed to help balance personal and professional life while pursuing a fulfilling career in financial well-being.

The role focuses on virtual consultations, evaluating client needs, and guiding families toward suitable solutions. Training, mentorship, and access to industry-leading tools support your growth and success.

Qualifications

• Virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through consistent, periodic check-ins.
• Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through consistent, periodic check-ins.
• Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Job description

AO Garcia Agency offers a flexible work-from-home opportunity with a flexible schedule designed to help balance personal and professional life while pursuing a fulfilling career in financial well-being.

The role focuses on virtual consultations, evaluating client needs, and guiding families toward suitable solutions. Training, mentorship, and access to industry-leading tools support your growth and success.