Remote Client Services Advisor — Flexible Schedule & Growth

Aogarciaagency; Passaic (NJ); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Work from home (web conference-based)

Job summary

Aogarciaagency is seeking a flexible, remote role with growth opportunities. You will conduct virtual consultations, assess client needs, and build lasting relationships while performing related administrative tasks. Interviews are conducted via Zoom, with training and mentorship provided.

The position offers work-from-home flexibility, a performance-based advancement path, and access to industry tools. A strong, motivated and adaptable candidate will thrive in this environment.

Qualifications

• 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.

Responsibilities

• Interacting with clients via virtual meetings to assess needs.
• Provide information on suitable financial solutions.
• Maintain ongoing client relationships through regular follow-ups.

Skills

Virtual consultations

Client relationships

Administrative tasks

Lead qualification

Tools

Zoom

Job description

Aogarciaagency is seeking a flexible, remote role with growth opportunities. You will conduct virtual consultations, assess client needs, and build lasting relationships while performing related administrative tasks. Interviews are conducted via Zoom, with training and mentorship provided.

The position offers work-from-home flexibility, a performance-based advancement path, and access to industry tools. A strong, motivated and adaptable candidate will thrive in this environment.