Remote Client Services Advisor — Flexible Schedule & Impact

AO Garcia Agency; Gresham (OR); Remote; USD 50,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, pair with a growing team, and use provided tools and mentorship to deliver meaningful help.

This position offers a flexible schedule and a focus on real-life balance, with opportunities to build lasting client relationships through benefits conversations and thoughtful guidance.

Qualifications

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"

Responsibilities

• Enroll and support clients who asked for guidance
• Work with a growing team and mentorship
• Deliver client-focused financial services presentations and guidance

Skills

Clear communication

Self-discipline

Openness to a proven process

Interest in benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, pair with a growing team, and use provided tools and mentorship to deliver meaningful help.

This position offers a flexible schedule and a focus on real-life balance, with opportunities to build lasting client relationships through benefits conversations and thoughtful guidance.