Remote Client Services Advisor — Flexible Hours & Growth

AO Garcia Agency; South Kingstown (RI); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Work from home

Flexible schedule

Advancement based on performance

Industry leading tools and technology

Job summary

AO Garcia Agency is seeking a passionate, self-driven individual for a remote role that offers flexibility and growth opportunities. You will conduct virtual consultations with clients and help secure families’ financial well-being while balancing personal and professional life.

The position features a flexible schedule, weekly pay, mentorship and training, and access to industry-leading tools and technology. All interviews are conducted via Zoom video conferencing.

Qualifications

• Experience in client-facing virtual consultations.
• Ability to build relationships and provide solutions.
• Strong communication and interpersonal skills.
• Comfort with using online tools and scheduling software.

Responsibilities

• Conduct virtual consultations with clients.
• Assess client needs and educate on available solutions.
• Cultivate lasting relationships through regular check-ins.
• Complete related administrative tasks such as note taking and appointment setting.

Job description

AO Garcia Agency is seeking a passionate, self-driven individual for a remote role that offers flexibility and growth opportunities. You will conduct virtual consultations with clients and help secure families’ financial well-being while balancing personal and professional life.

The position features a flexible schedule, weekly pay, mentorship and training, and access to industry-leading tools and technology. All interviews are conducted via Zoom video conferencing.