Remote Client Success Advocate | Growth & Mentorship

AO Garcia Agency; Cedar Rapids (IA); Remote; USD 36,000 - 60,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Job summary

AO Garcia Agency is seeking motivated individuals for a rewarding, flexible career with work-from-home options and a flexible schedule that supports personal life while advancing your career.

In this role you will conduct virtual consultations with clients, assess their needs, and educate them on suitable financial solutions to help families secure financial well-being. Weekly pay, mentorship, and access to leading tools are provided.

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 motivated individuals for a rewarding, flexible career with work-from-home options and a flexible schedule that supports personal life while advancing your career.

In this role you will conduct virtual consultations with clients, assess their needs, and educate them on suitable financial solutions to help families secure financial well-being. Weekly pay, mentorship, and access to leading tools are provided.