Remote Client Advisor — Flexible Schedule & Growth

AO Garcia Agency; San Antonio (TX); Remote; USD 35,000 - 55,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Work from home

Job summary

AO Garcia Agency is seeking motivated individuals for a remote role offering flexibility and growth. You can work from home with a flexible schedule while helping families secure their financial well-being through virtual consultations and tailored advice.

Typical day includes client assessments, relationship-building, and completing admin tasks. Interviews are conducted via Zoom, with training and mentorship provided as part of the program.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients' needs and impart knowledge on solutions.
• Cultivate lasting client relationships through periodic check-ins.
• Complete related administrative tasks (note taking, appointment setting, etc.).

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

AO Garcia Agency is seeking motivated individuals for a remote role offering flexibility and growth. You can work from home with a flexible schedule while helping families secure their financial well-being through virtual consultations and tailored advice.

Typical day includes client assessments, relationship-building, and completing admin tasks. Interviews are conducted via Zoom, with training and mentorship provided as part of the program.