Remote Client Services Specialist — Flexible Schedule & Growth

Aogarciaagency; Kingston (RI); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Remote work

Weekly pay

Mentorship

Training program

Industry tools access

Job summary

Aogarciaagency in Rhode Island is seeking a motivated self-starter to join our remote sales and client advisory team.

In this role you will conduct virtual consultations, assess clients’ needs, and guide families toward suitable financial solutions, while building lasting relationships.

The position offers a flexible schedule, weekly pay, mentorship, and access to industry-leading tools and training; interviews are conducted via Zoom.

Qualifications

• Experience in financial services or family financial planning.
• Excellent communication and interpersonal skills.
• Ability to work independently with a flexible schedule.

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.

Skills

Virtual consultations

Client relationship

Communication

Adaptability

Tools

CRM software

Web conferencing

Job description

Aogarciaagency in Rhode Island is seeking a motivated self-starter to join our remote sales and client advisory team.

In this role you will conduct virtual consultations, assess clients’ needs, and guide families toward suitable financial solutions, while building lasting relationships.

The position offers a flexible schedule, weekly pay, mentorship, and access to industry-leading tools and training; interviews are conducted via Zoom.