Remote Client-Facing Finance Coach — Flexible Schedule

Aogarciaagency; Bend (OR); Remote; USD 52,000 - 78,000; Full time

Job summary

Aogarciaagency is seeking a client-facing professional for a fully remote, financial services role. You will enroll and support clients who seek guidance, with tools and mentorship provided.

You'll participate in web presentations from a home office, work on meaningful tasks for families, and operate within a schedule that fits real life while keeping a portfolio of ongoing client relationships.

Qualifications

• Clear, human-centric communication.
• Ability to work independently without direct supervision.
• Willingness to follow a proven sales process.
• Interest in discussing benefits, not just energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Deliver web presentations from a home office.
• Engage with training leaders who stay involved.
• Create a flexible schedule that fits real life.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Aogarciaagency is seeking a client-facing professional for a fully remote, financial services role. You will enroll and support clients who seek guidance, with tools and mentorship provided.

You'll participate in web presentations from a home office, work on meaningful tasks for families, and operate within a schedule that fits real life while keeping a portfolio of ongoing client relationships.