Remote Client Advisor | Flexible Schedule & Growth

Aogarciaagency; Woonsocket (RI); Remote; USD 1,183,000 - 2,366,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Advancement based on performance

No cold calling

Industry leading tools and technology

Work from home (Zoom presentations)

Job summary

Aogarciaagency is seeking a remote-friendly role offering flexible scheduling to support families’ financial well-being. The position centers on virtual consultations, needs assessment, and educating clients on available solutions.

You will maintain ongoing client relationships through regular check-ins and handle administrative duties as needed. Candidates should be passionate, competitive, and adaptable, with strong communication and a proactive approach.

Qualifications

• Strong communication and consultative skills.
• Ability to conduct virtual consultations and present solutions.
• Experience with maintaining client relationships through regular check-ins.
• Comfort with administrative tasks and note-taking.

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.

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

Aogarciaagency is seeking a remote-friendly role offering flexible scheduling to support families’ financial well-being. The position centers on virtual consultations, needs assessment, and educating clients on available solutions.

You will maintain ongoing client relationships through regular check-ins and handle administrative duties as needed. Candidates should be passionate, competitive, and adaptable, with strong communication and a proactive approach.