Remote Client Services Associate — Financial Guidance

AO Garcia Agency; Tucson (AZ); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Fully remote

Mentorship

Flexible schedule

Serve families

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship provided.

You’ll deliver home-office web presentations, work on meaningful tasks for families, and enjoy a schedule you can build around real life while staying connected to a supportive leadership group.

Qualifications

• Clear and human communication with clients.
• Ability to work independently without direct supervision.
• Willingness to follow a proven sales/engagement process.
• Interest in discussing benefits, not just selling products.

Responsibilities

• Enroll and support clients who seek guidance.
• Collaborate with a growing team and participate in mentoring.
• Deliver web presentations from a home office.
• Maintain a schedule that fits real-life commitments.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship provided.

You’ll deliver home-office web presentations, work on meaningful tasks for families, and enjoy a schedule you can build around real life while staying connected to a supportive leadership group.