Remote Client Advisor: Flexible, Impactful Career

AO Garcia Agency; Gaithersburg (MD); Remote; USD 40,000 - 66,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Industry leading tools

Work from home

No cold calling

Qualified lead program

Advancement based on performance

Job summary

AO Garcia Agency is seeking a proactive professional for a remote role with flexible scheduling. The position focuses on guiding families through financial solutions via virtual consultations and ongoing client support, enabling a balanced personal and professional life.

You will assess client needs, present solutions, and maintain relationships through regular check-ins, with training and mentorship provided. Interviews are conducted via Zoom.

Qualifications

• Experience with virtual consultations and client needs assessment.
• Ability to maintain client relationships through regular check-ins.
• Willingness to learn and use industry‑leading tools.
• Strong administrative skills for notes and appointment setting.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and explain solutions.
• Cultivate lasting client relationships through regular check-ins.
• Complete related administrative tasks (notes, appointment setting, etc.).

Job description

AO Garcia Agency is seeking a proactive professional for a remote role with flexible scheduling. The position focuses on guiding families through financial solutions via virtual consultations and ongoing client support, enabling a balanced personal and professional life.

You will assess client needs, present solutions, and maintain relationships through regular check-ins, with training and mentorship provided. Interviews are conducted via Zoom.