Remote Client Experience Advisor

AO Garcia Agency; Columbus (NE); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, with web presentations and a home office setup, while building a schedule that fits real life.

The position emphasizes mentorship, training, and meaningful work that helps families through concrete financial guidance. A flexible, client-centric environment is offered.

Qualifications

• Clear and human communication.
• Self-discipline with no direct supervisor.
• Willingness to follow a proven process.
• Interest in benefits discussions, not only sales.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide mentorship and tools to clients.
• Delivers training and client-focused service.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, with web presentations and a home office setup, while building a schedule that fits real life.

The position emphasizes mentorship, training, and meaningful work that helps families through concrete financial guidance. A flexible, client-centric environment is offered.