Remote Family Financial Guidance Advisor

AO Garcia Agency; Anaheim (CA); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Garcia Agency seeks a client-facing professional for fully remote work in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship, and a flexible schedule that fits real life.

You will handle web presentations and ongoing client support, ensuring value for families. The role emphasizes clear communication, self-discipline without constant supervision, adherence to a proven process, and an interest in benefits

Qualifications

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

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage clients in a remote, client-facing capacity using web presentations.
• Follow a proven process for client interactions and benefits discussions.

Skills

Clear communication

Self-motivation

Adaptability

Guided process adherence

Job description

AO Garcia Agency seeks a client-facing professional for fully remote work in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship, and a flexible schedule that fits real life.

You will handle web presentations and ongoing client support, ensuring value for families. The role emphasizes clear communication, self-discipline without constant supervision, adherence to a proven process, and an interest in benefits