Remote Client Advisor for Family-Focused Finance

AO Garcia Agency; Urbandale (IA); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency in the United States seeks a client-facing professional for a fully remote role in financial services. You are paired with a growing team, receive tools and mentorship, and help enroll and support clients who asked for guidance.

The deal includes a home office, web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life. A portfolio you keep serving — not a stack of one-off calls — defines this role.

Qualifications

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”

Responsibilities

• Enrol and support clients who asked for guidance in a client-facing capacity.
• Work with a growing team, using provided tools and mentorship to deliver guidance.
• Maintain and nurture a portfolio of clients to provide ongoing value.

Job description

AO Garcia Agency in the United States seeks a client-facing professional for a fully remote role in financial services. You are paired with a growing team, receive tools and mentorship, and help enroll and support clients who asked for guidance.

The deal includes a home office, web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life. A portfolio you keep serving — not a stack of one-off calls — defines this role.