Remote Client Advisor: Flexible Schedule & Growth

AO Garcia Agency; Gaithersburg (MD); Remote; USD 40,000 - 60,000; 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

Job summary

AO Garcia Agency is seeking a motivated individual to join our flexible, home-based team. The role focuses on virtual consultations, assessing client needs, and guiding families toward financial solutions while balancing personal and professional life.

You will conduct appointments via Zoom or web conferencing, maintain relationships with clients through regular check-ins, and handle related admin tasks. We offer weekly pay, a mentorship program, and access to industry-leading tools to support

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 (note taking, appointment setting, etc.) as needed.

Job description

AO Garcia Agency is seeking a motivated individual to join our flexible, home-based team. The role focuses on virtual consultations, assessing client needs, and guiding families toward financial solutions while balancing personal and professional life.

You will conduct appointments via Zoom or web conferencing, maintain relationships with clients through regular check-ins, and handle related admin tasks. We offer weekly pay, a mentorship program, and access to industry-leading tools to support