Remote Client-Facing Financial Services Associate

AO Garcia Agency; Elizabeth (NJ); Remote; USD 55,000 - 95,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for fully remote work in financial services. You will guide families and individuals, enroll new clients, and provide ongoing support with a focus on clarity and empathy.

The role emphasizes self-motivation, process adherence, and the ability to discuss benefits beyond selling, with mentorship and tools provided to help you build trusted relationships.

Qualifications

• Clear and human communication on client interactions.
• Self-motivated, able to work without ongoing supervision.
• Ability to follow a proven process and guidelines.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Explain financial concepts in clear, human language.
• Maintain ongoing client relationships with regular check-ins.

Skills

Clear communication

Self-motivation

Process orientation

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional for fully remote work in financial services. You will guide families and individuals, enroll new clients, and provide ongoing support with a focus on clarity and empathy.

The role emphasizes self-motivation, process adherence, and the ability to discuss benefits beyond selling, with mentorship and tools provided to help you build trusted relationships.