Remote Client Services Advisor — Flexible Schedule & Growth

Aogarciaagency; Pittsburgh (Allegheny County); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and complete training

Work from home (web conference-based)

Job summary

Aogarciaagency in the United States is seeking a proactive, client-focused professional to join our remote team. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial well-being solutions, all from home.

This role offers a flexible schedule, weekly pay, and mentorship with access to industry-leading tools; you'll build lasting relationships through regular follow-ups and thorough administrative support.

Qualifications

• Candidates should be passionate, competitive, motivated, dependable, hardworking, adaptable and flexible.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and impart knowledge on financial solutions.
• Cultivate lasting client relationships through regular check-ins.
• Complete related administrative tasks (note taking, appointment setting, etc.).

Job description

Aogarciaagency in the United States is seeking a proactive, client-focused professional to join our remote team. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial well-being solutions, all from home.

This role offers a flexible schedule, weekly pay, and mentorship with access to industry-leading tools; you'll build lasting relationships through regular follow-ups and thorough administrative support.