Remote Client-Facing Financial Guidance Specialist

Aogarciaagency; Olive Branch (MS); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Home office

Web presentations

Meaningful work

Mentorship

Flexible schedule

Job summary

Aogarciaagency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, with tools and mentorship provided to help you succeed.

In this growing team, you’ll join web presentations, build relationships, and work on assignments that matter to families. You’ll operate with a flexible schedule and a process-driven environment, staying involved with leaders and training throughout.

Qualifications

• Clear and human communication.
• Self-discipline without direct supervision.
• Openness to a proven process.
• Interest in benefits discussions, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide guidance and mentorship within a growing team.
• Deliver tools and training to clients.
• Utilize web presentations to engage clients from a home office.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Aogarciaagency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, with tools and mentorship provided to help you succeed.

In this growing team, you’ll join web presentations, build relationships, and work on assignments that matter to families. You’ll operate with a flexible schedule and a process-driven environment, staying involved with leaders and training throughout.