Remote Family Finance Advisor & Guidance

Aogarciaagency; Hot Springs (AR); Remote; USD 55,000 - 90,000; Full time

Job summary

Aogarciaagency is seeking a client-facing professional for a fully remote position in the financial services space. You will enroll and support clients who seek guidance, working with a growing team that provides tools and mentorship.

You’ll perform home-based web presentations and handle a portfolio of clients, with training and leaders who stay involved, and a schedule that lets you balance real life while delivering meaningful work.

Qualifications

• Clear, human-centric communication required.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversation

Job description

Aogarciaagency is seeking a client-facing professional for a fully remote position in the financial services space. You will enroll and support clients who seek guidance, working with a growing team that provides tools and mentorship.

You’ll perform home-based web presentations and handle a portfolio of clients, with training and leaders who stay involved, and a schedule that lets you balance real life while delivering meaningful work.