Remote Client Advisor – Flexible Schedule

AO Garcia Agency; Stillwater (OK); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Home office

Web presentations

Meaningful work for families

Training and leadership involvement

Flexible schedule

Portfolio of ongoing clients

Job summary

AO Garcia Agency in the United States offers a fully remote client-facing role in financial services. You will join a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

This position emphasizes flexible scheduling, meaningful work for families, and long-term client portfolios rather than one-off calls. Training and leaders stay involved to help you succeed.

Qualifications

• Clear, human communication is essential.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, utilize provided tools and mentorship.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

AO Garcia Agency in the United States offers a fully remote client-facing role in financial services. You will join a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

This position emphasizes flexible scheduling, meaningful work for families, and long-term client portfolios rather than one-off calls. Training and leaders stay involved to help you succeed.