Remote Client-Facing Finance Advisor with Flexible Hours

Aogarciaagency; Murfreesboro (TN); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Home office

Web presentations

Flexible schedule

Mentorship and training

Ongoing client portfolio

Job summary

Aogarciaagency is seeking a client-facing, fully remote professional in the financial services space. You will enroll and support clients who seek guidance, paired with a growing team and mentorship, while leveraging provided tools to deliver real value.

Expect a schedule you can build around real life, with training and leaders who stay involved and a portfolio you keep serving, not just a stack of one-off calls.

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

• Enroll and support clients who asked for guidance.
• Be paired with a growing team, given tools and mentorship.

Job description

Aogarciaagency is seeking a client-facing, fully remote professional in the financial services space. You will enroll and support clients who seek guidance, paired with a growing team and mentorship, while leveraging provided tools to deliver real value.

Expect a schedule you can build around real life, with training and leaders who stay involved and a portfolio you keep serving, not just a stack of one-off calls.