Remote Client-Facing Sales Associate, Financial Services

AO Garcia Agency; Sherwood (AR); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who requested guidance, presenting information via web sessions from your home office and managing a schedule that accommodates real life.

You will join a growing team with access to tools and mentorship, focusing on work that matters to families and leveraging a proven process for client conversations.

Qualifications

• Clear, human communication style.
• Self-motivated with discipline and minimal supervision.
• Familiarity with a proven sales or guidance process.
• Interest in discussing benefits beyond basic energy or sales talk.

Responsibilities

• Enroll and support clients who ask for guidance.
• Conduct web presentations from a home office.
• Provide thoughtful guidance in financial services to families.
• Build and maintain relationships with clients over time.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who requested guidance, presenting information via web sessions from your home office and managing a schedule that accommodates real life.

You will join a growing team with access to tools and mentorship, focusing on work that matters to families and leveraging a proven process for client conversations.