Remote Client Concierge: Financial Guidance for Families

AO Garcia Agency; Vienna (WV); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional to guide families through financial services options. You will join a growing team, receive mentorship, and use available tools to enroll and support clients who seek guidance.

This role emphasizes clear, human communication, autonomy, and adherence to a proven process, with flexible scheduling and a focus on benefits conversations, not just sales energy.

Qualifications

• Clear and human communication required.
• Self-discipline with no constant supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not only sales energy.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote professional to guide families through financial services options. You will join a growing team, receive mentorship, and use available tools to enroll and support clients who seek guidance.

This role emphasizes clear, human communication, autonomy, and adherence to a proven process, with flexible scheduling and a focus on benefits conversations, not just sales energy.