Remote Client-Facing Financial Guide with Flex Schedule

Aogarciaagency; Athens (GA); Remote; USD 50,000 - 80,000; Full time

Job summary

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team that provides tools and mentorship.

This position offers a schedule you can build around real life, and a portfolio of work that matters to families, with training and leaders who stay involved.

If you value clear communication and a proven process, this role could be a strong fit for your career.

Qualifications

• Clear and human communication is required.
• Self-motivated and able to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and participate in web presentations.

Skills

Clear communication

Self-motivation

Discipline

Process adherence

Job description

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team that provides tools and mentorship.

This position offers a schedule you can build around real life, and a portfolio of work that matters to families, with training and leaders who stay involved.

If you value clear communication and a proven process, this role could be a strong fit for your career.