Remote Client Success Advisor

AO Garcia Agency; Jackson (MS); Remote; USD 27,000 - 33,000; Full time

Benefits offered by this job

Work from home

Weekly pay

Mentorship

Training

Advancement

Tools access

Flexible schedule

Job summary

AO Garcia Agency is seeking a motivated, flexible contributor for a remote client-services role. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial solutions while maintaining regular Zoom meetings.

You will build lasting relationships through proactive check-ins, complete related administrative tasks, and take advantage of mentorship, training, and industry-leading tools to support clients from home with a balanced, adaptable schedule.

Qualifications

• Strong communication skills and a client-first mindset.
• Comfortable working remotely with reliable internet and tech setup.
• Ability to manage multiple client conversations and administrative tasks.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and explain suitable financial solutions.
• Maintain relationships through regular check-ins and follow-ups.
• Perform related administrative tasks (note-taking, scheduling, etc.).

Skills

Virtual consultations

Needs assessment

Relationship building

Administrative tasks

Job description

AO Garcia Agency is seeking a motivated, flexible contributor for a remote client-services role. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial solutions while maintaining regular Zoom meetings.

You will build lasting relationships through proactive check-ins, complete related administrative tasks, and take advantage of mentorship, training, and industry-leading tools to support clients from home with a balanced, adaptable schedule.