Remote Client Advisor | Flexible Schedule & Growth

AO Garcia Agency; Lakeville (MN); Remote; USD 27,000 - 36,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Industry leading tools and technology

Job summary

AO Garcia Agency in Lakeville, MN seeks motivated individuals for a flexible, work-from-home role focused on guiding families toward financial well-being.

You will conduct virtual consultations, assess client needs, and build lasting relationships through regular check-ins while completing related administrative tasks. Weekly pay, mentorship and comprehensive training accompany access to industry-leading tools to support your growth and success. All interviews will be conducted via Zoom.

Qualifications

• Willing to work from home and enjoy a flexible schedule.
• Opportunity for growth and advancement within the company.
• Interviews conducted via Zoom video conferencing.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through regular check-ins.
• Completing related administrative tasks (note taking, appointment setting).

Skills

Communication skills

Virtual consultations

Customer service

Job description

AO Garcia Agency in Lakeville, MN seeks motivated individuals for a flexible, work-from-home role focused on guiding families toward financial well-being.

You will conduct virtual consultations, assess client needs, and build lasting relationships through regular check-ins while completing related administrative tasks. Weekly pay, mentorship and comprehensive training accompany access to industry-leading tools to support your growth and success. All interviews will be conducted via Zoom.