Remote Client Advisor – Flexible Path to Impact & Growth

Aogarciaagency; Taylor (MI); Remote; USD 40,000 - 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

Job summary

Aogarciaagency is seeking a flexible, growth-minded professional for a remote role with a flexible schedule and opportunities to advance your career.

In this position you will conduct virtual consultations, assess clients’ needs, and explain financial solutions to help families secure their financial well-being.

All interviews are conducted via Zoom. We offer weekly pay, mentorship, comprehensive training, and access to industry-leading tools and technology.

Qualifications

• Experience in client-facing roles.
• Comfort with virtual consultations.
• Ability to build lasting client relationships.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and explain financial solutions.
• Cultivate lasting client relationships through periodic check-ins.
• Complete related administrative tasks as needed.

Skills

Communication skills

Sales experience

Virtual consultations

Tools

CRM software

Job description

Aogarciaagency is seeking a flexible, growth-minded professional for a remote role with a flexible schedule and opportunities to advance your career.

In this position you will conduct virtual consultations, assess clients’ needs, and explain financial solutions to help families secure their financial well-being.

All interviews are conducted via Zoom. We offer weekly pay, mentorship, comprehensive training, and access to industry-leading tools and technology.