Remote Client Services Advisor — Financial Guidance

AO Garcia Agency; Raleigh (NC); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency seeks a remote financial-services specialist to guide families through information gathering and enrollment with mentorship and flexible hours. You will work with warm leads, be coached for performance, and help build a lasting client list.

The role emphasizes communication, initiative, and a proactive approach in a coaching environment designed for long-term career growth.

Qualifications

• Self-starters who can work independently and stay motivated.
• Able to receive coaching and feedback in a fast-paced environment.
• Strong verbal communication and relationship-building skills.

Responsibilities

• Speak with information-seeking clients to provide guidance and options.
• Map client needs and present suitable protection options.
• Run a simple enrollment flow with interested leads.
• Build and service a growing client list to ensure ongoing coverage.

Skills

Self-motivation

Coaching receptiveness

Communication

Goal-oriented

Job description

AO Garcia Agency seeks a remote financial-services specialist to guide families through information gathering and enrollment with mentorship and flexible hours. You will work with warm leads, be coached for performance, and help build a lasting client list.

The role emphasizes communication, initiative, and a proactive approach in a coaching environment designed for long-term career growth.