Remote Client Services Associate - Financial Guidance

AO Garcia Agency; Nashua (NH); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Garcia Agency in the United States seeks a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal includes home office setup, web presentations, work that matters to families, training from involved leaders, and a schedule you can build around real life.

Qualifications

• Clear and human communication style.
• Ability to work without direct supervision.
• Willingness to engage in benefits conversations.
• Open to following a proven sales process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Pair with a growing team and utilize mentorship and tools.
• Maintain ongoing client relationships and support opportunities.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

AO Garcia Agency in the United States seeks a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal includes home office setup, web presentations, work that matters to families, training from involved leaders, and a schedule you can build around real life.