Remote Client Advocate — Family Finances & Guidance

AO Garcia Agency; Decatur (AL); Remote; USD 65,000 - 85,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Ongoing training

Meaningful client impact

Job summary

AO Garcia Agency seeks a remote Client Advisor to enroll and support clients seeking guidance in financial services. You will be paired with a growing team that provides tools and mentorship, while you manage web presentations and client interactions from a home office.

The role emphasizes meaningful work that affects families, with a schedule you can build around real life and ongoing training from leaders who stay involved.

Qualifications

• Clear and human communication.
• Disciplined work style with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present and engage clients via web presentations.
• Work with a team that provides tools and mentorship.
• Build a schedule that fits real life while delivering value.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

AO Garcia Agency seeks a remote Client Advisor to enroll and support clients seeking guidance in financial services. You will be paired with a growing team that provides tools and mentorship, while you manage web presentations and client interactions from a home office.

The role emphasizes meaningful work that affects families, with a schedule you can build around real life and ongoing training from leaders who stay involved.