Remote Client Solutions Specialist

AO Garcia Agency; Rutland (VT); Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and complete training

Work from home (web conference-based)

Job summary

AO Garcia Agency is seeking a motivated individual for a flexible, work-from-home role focused on helping families secure their financial well-being. The position involves conducting virtual consultations, assessing client needs, and building lasting relationships through regular follow-ups.

You will complete related admin tasks and participate in mentorship and training programs, with access to industry-leading tools and technology.

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 is seeking a motivated individual for a flexible, work-from-home role focused on helping families secure their financial well-being. The position involves conducting virtual consultations, assessing client needs, and building lasting relationships through regular follow-ups.

You will complete related admin tasks and participate in mentorship and training programs, with access to industry-leading tools and technology.