Remote Client Advisor: Flexible Schedule & Family Impact

AO Garcia Agency; Sterling Heights (MI); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who seek guidance, with tools and mentorship from a growing team. The position emphasizes meaningful work for families and flexible scheduling to fit real life.

The role involves web presentations, ongoing client guidance, and a portfolio of clients to serve rather than single calls. Training and leader involvement are highlighted to support your success.

Qualifications

• Clear and human communication required.
• Independent work with self-motivation and reliability.
• Willingness to follow a proven client-guidance process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations from a home office.
• Receive training and mentorship from leaders and teammates.
• Build a schedule that fits real life and client needs.
• Serve a portfolio of clients with ongoing guidance, not one-off calls.

Skills

Communication

Discipline

Openness to process

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who seek guidance, with tools and mentorship from a growing team. The position emphasizes meaningful work for families and flexible scheduling to fit real life.

The role involves web presentations, ongoing client guidance, and a portfolio of clients to serve rather than single calls. Training and leader involvement are highlighted to support your success.