Remote Client Advisor—Flexible Schedule, Meaningful Financial Guidance

Aogarciaagency; Lawrenceville (GA); Remote; USD 40,000 - 60,000; Full time

Job summary

Aogarciaagency is seeking a client-facing, fully remote role within financial services. You will enroll and support clients who seek guidance, working with a growing team, with tools and mentorship provided.

The position emphasizes meaningful work for families and a schedule you can build around real life. You will participate in ongoing training and have leaders who stay involved, ensuring you can contribute to benefits conversations and help clients understand options in a supportive

Qualifications

• Clear, human communication.
• Ability to work independently without constant supervision.
• Open to following a proven process and training.

Responsibilities

• Enroll and support clients who asked for guidance.
• Contribute to client conversations about benefits as part of the enrollment process.

Skills

Clear communication

Self-motivation

Active listening

Job description

Aogarciaagency is seeking a client-facing, fully remote role within financial services. You will enroll and support clients who seek guidance, working with a growing team, with tools and mentorship provided.

The position emphasizes meaningful work for families and a schedule you can build around real life. You will participate in ongoing training and have leaders who stay involved, ensuring you can contribute to benefits conversations and help clients understand options in a supportive