Remote Client Services Rep: Virtual Consults & Growth

Aogarciaagency; Newark (DE); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Weekly pay

Remote work

Mentorship and training

Advancement based on performance

Industry leading tools and technology

Job summary

Aogarciaagency is hiring for a flexible, work-from-home role focused on guiding families toward financial well-being. You will conduct virtual consultations, assess client needs, and provide knowledgeable financial guidance while balancing a dynamic, growth-oriented schedule.

The role emphasizes building long-term client relationships, regular check-ins, and maintaining thorough administrative records. Training, mentorship, and access to industry-leading tools support your development.

Qualifications

• Experience conducting virtual consultations with clients.
• Ability to assess client needs and propose appropriate solutions.
• Strong communication and organizational skills for follow-up tasks.

Responsibilities

• Conduct virtual consultations with clients to understand goals.
• Assess clients’ needs and present suitable financial solutions.
• Cultivate lasting client relationships through regular check-ins.
• Complete related administrative tasks (notes, scheduling) as needed.

Skills

Virtual consultations

Needs assessment

Client relationship building

Administrative tasks

Tools

CRM software

Web conferencing tools

Job description

Aogarciaagency is hiring for a flexible, work-from-home role focused on guiding families toward financial well-being. You will conduct virtual consultations, assess client needs, and provide knowledgeable financial guidance while balancing a dynamic, growth-oriented schedule.

The role emphasizes building long-term client relationships, regular check-ins, and maintaining thorough administrative records. Training, mentorship, and access to industry-leading tools support your development.