Remote Client Success Advocate | Flexible Schedule

AO Garcia Agency; Eugene (OR); Remote; USD 36,000 - 55,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Work from home (web conference-based)

Job summary

AO Garcia Agency is seeking a motivated professional for a remote role focused on helping families secure their financial well-being. You will conduct virtual consultations, assess client needs, and present suitable financial solutions while maintaining a high level of client care.

The position offers a flexible schedule, weekly pay, mentorship, and access to industry-leading tools and technology. You will collaborate with a supportive team and advance through performance-based opportunities.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to conduct virtual consultations with clients.
• Willingness to work from home and maintain a flexible schedule.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and presenting suitable solutions.
• Cultivating lasting client relationships through regular check-ins.
• Completing related administrative tasks (e.g., note taking, appointment setting).

Skills

Communication skills

Client-focused

Virtual consultations

Relationship building

Adaptability

Self-motivation

Team player

Job description

AO Garcia Agency is seeking a motivated professional for a remote role focused on helping families secure their financial well-being. You will conduct virtual consultations, assess client needs, and present suitable financial solutions while maintaining a high level of client care.

The position offers a flexible schedule, weekly pay, mentorship, and access to industry-leading tools and technology. You will collaborate with a supportive team and advance through performance-based opportunities.