Remote Client Advisor - Flexible Schedule, Weekly Pay

AO Garcia Agency; Portland (ME); Remote; USD 40,000 - 70,000; Full time

Job summary

AO Garcia Agency seeks a motivated, flexible professional for a remote role focused on guiding families toward financial well-being. This position emphasizes virtual consultations, needs assessment, and proactive client engagement.

Responsibilities include building relationships through ongoing check-ins and handling related administrative tasks. Training and mentorship are available, with access to industry-leading tools and technology. Interviews are conducted via Zoom.

Qualifications

• Willing to work from home with flexible schedule.
• Strong communication and customer service skills.
• Comfortable with virtual consultations and using technology/tools.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through regular check-ins.
• Completing related administrative tasks (notes, appointments, etc.).

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

AO Garcia Agency seeks a motivated, flexible professional for a remote role focused on guiding families toward financial well-being. This position emphasizes virtual consultations, needs assessment, and proactive client engagement.

Responsibilities include building relationships through ongoing check-ins and handling related administrative tasks. Training and mentorship are available, with access to industry-leading tools and technology. Interviews are conducted via Zoom.