Remote Client Advisor — Flexible Schedule & Growth

AO Garcia Agency; Portland (OR); Remote; USD 30,000 - 54,000; 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 offers a fully remote opportunity with the flexibility to work from home and a schedule designed to support personal and professional growth.

The role centers on securing families’ financial well-being through virtual consultations, needs assessment, and ongoing client relationship management. Training and mentorship accompany access to leading tools and weekly pay structure.

Qualifications

• Must be able to work from home with a flexible schedule.
• Experience in virtual consultations or client advisement.
• Strong relationship-building and communication skills.
• Comfort with using online meeting tools and CRM.

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

Job description

AO Garcia Agency offers a fully remote opportunity with the flexibility to work from home and a schedule designed to support personal and professional growth.

The role centers on securing families’ financial well-being through virtual consultations, needs assessment, and ongoing client relationship management. Training and mentorship accompany access to leading tools and weekly pay structure.