Remote Client Success Advisor - Financial Services

AO Garcia Agency; Saint Petersburg (FL); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Fully remote work

Mentorship program

Job summary

AO Garcia Agency is hiring for a client-facing, fully remote role in the financial services sector. You will enroll and support clients who seek guidance, pairing with a growing team and access to mentorship and tools to succeed.

The role offers a schedule you can build around real life and ongoing training from involved leaders. This position emphasizes clear, human communication, discipline without constant supervision, and a willingness to follow a proven process while engaging in benefits

Qualifications

• Clear, human communication is essential.
• Discipline and initiative without constant supervision.
• Openness to following a proven, repeatable process.
• Interest in discussing benefits as part of client conversations.

Responsibilities

• Enroll and support clients who seek guidance.
• Represent a client-facing, fully remote service in financial solutions.
• Engage with families to deliver value through structured conversations.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

AO Garcia Agency is hiring for a client-facing, fully remote role in the financial services sector. You will enroll and support clients who seek guidance, pairing with a growing team and access to mentorship and tools to succeed.

The role offers a schedule you can build around real life and ongoing training from involved leaders. This position emphasizes clear, human communication, discipline without constant supervision, and a willingness to follow a proven process while engaging in benefits