Remote Family Finance Advisor — Client Guidance

Aogarciaagency; Kirkland (WA); Remote; USD 45,000 - 75,000; Full time

Job summary

Aogarciaagency is seeking a client-facing, remote role in financial services. You will enroll and support clients who seek guidance, working with a growing team and receiving ongoing mentorship, tools, and resources.

The position emphasizes a schedule you can build around real life, with meaningful work that matters to families. Training and leaders stay involved to support your success.

Qualifications

• Clear and human communication; engaging clients effectively.
• Self-discipline with minimal supervision.
• Openness to a proven sales process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Be paired with a growing team and receive mentorship.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversation interest

Job description

Aogarciaagency is seeking a client-facing, remote role in financial services. You will enroll and support clients who seek guidance, working with a growing team and receiving ongoing mentorship, tools, and resources.

The position emphasizes a schedule you can build around real life, with meaningful work that matters to families. Training and leaders stay involved to support your success.