Remote Client Solutions Advisor - Flexible Schedule

AO Garcia Agency; Stamford (CT); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and complete training

Advanced tools and technology access

Work from home (web conference-based)

Job summary

AO Garcia Agency is seeking a motivated candidate for a flexible, work-from-home role focused on securing families' financial well-being through virtual consultations and tailored solutions.

In this position you will assess clients' needs, build lasting relationships with regular check-ins, and complete related admin tasks as part of a growth-oriented team.

Weekly pay, mentorship, and industry-leading tools are provided to help you succeed.

Qualifications

• Must be passionate, motivated and adaptable.
• Strong interpersonal and communication skills preferred.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through regular check-ins.
• Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Skills

passionate

competitive

motivated

dependable

hardworking

adaptable

flexible

Job description

AO Garcia Agency is seeking a motivated candidate for a flexible, work-from-home role focused on securing families' financial well-being through virtual consultations and tailored solutions.

In this position you will assess clients' needs, build lasting relationships with regular check-ins, and complete related admin tasks as part of a growth-oriented team.

Weekly pay, mentorship, and industry-leading tools are provided to help you succeed.