Remote Client Services Advisor — Flexible Schedule & Growth

Aogarciaagency

Moore (OK)

Remote

USD 40,000 - 60,000

Full time

5 days ago
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Benefits offered by this job

Weekly pay
Mentorship and training
Work from home (web conference-based)

Job summary

Aogarciaagency is hiring for a flexible, remote role focused on advising families about financial wellbeing. You will conduct virtual consultations, assess needs, and build lasting client relationships while handling related administrative tasks online.

The company emphasizes mentorship, training, and access to advanced tools. A balanced work‑from‑home setup with a performance‑driven advancement path is offered to capable, dependable candidates.

Responsibilities

  • Conducting virtual consultations with clients.
  • Assessing clients’ needs and imparting knowledge on solutions.
  • Cultivating lasting client relationships through consistent, periodic check-ins.
  • Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Job description

Aogarciaagency is hiring for a flexible, remote role focused on advising families about financial wellbeing. You will conduct virtual consultations, assess needs, and build lasting client relationships while handling related administrative tasks online.

The company emphasizes mentorship, training, and access to advanced tools. A balanced work‑from‑home setup with a performance‑driven advancement path is offered to capable, dependable candidates.

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