Remote Client Advisor - Flexible Schedule, Growth

AO Garcia Agency; Mesa (AZ); Remote; USD 30,000 - 52,000; Full time

Benefits offered by this job

Weekly pay

Mentorship

Training

Flexible schedule

Work from home

Job summary

AO Garcia Agency in the United States (Mesa, AZ) invites you to join a remote, work-from-home role focused on helping families secure financial well-being. The position offers flexibility, growth opportunities, and weekly pay, with mentorship and comprehensive training provided.

The role centers on virtual consultations, needs assessment, and building lasting client relationships, complemented by essential administrative duties. Expect a supportive team and Zoom interviews.

Responsibilities

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

Job description

AO Garcia Agency in the United States (Mesa, AZ) invites you to join a remote, work-from-home role focused on helping families secure financial well-being. The position offers flexibility, growth opportunities, and weekly pay, with mentorship and comprehensive training provided.

The role centers on virtual consultations, needs assessment, and building lasting client relationships, complemented by essential administrative duties. Expect a supportive team and Zoom interviews.