Remote Client Services Rep – Flexible, Growth & Mentorship

AO Garcia Agency; Lexington (KY); Remote; USD 1,820,000 - 3,094,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Job summary

AO Garcia Agency in the United States is seeking a flexible, self-motivated professional to support families’ financial well-being from home. The role emphasizes virtual consultations, tailoring recommendations to client needs, and building lasting relationships through regular check-ins.

You'll handle related administrative tasks and participate in mentorship and training programs. A dynamic, responsive mindset and ability to adapt to a remote, fast-paced environment are essential for success.

Responsibilities

• 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.

Job description

AO Garcia Agency in the United States is seeking a flexible, self-motivated professional to support families’ financial well-being from home. The role emphasizes virtual consultations, tailoring recommendations to client needs, and building lasting relationships through regular check-ins.

You'll handle related administrative tasks and participate in mentorship and training programs. A dynamic, responsive mindset and ability to adapt to a remote, fast-paced environment are essential for success.