Remote Family Financial Guidance Specialist

AO Garcia Agency; Suffolk (VA); Remote; USD 50.000 - 75.000; Vollzeit

Benefits dieser Stelle

Fully remote

Flexible schedule

Mentorship & training

Web presentations

Zusammenfassung

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and be responsible for enrolling and supporting clients who asked for guidance.

The deal includes a home office, web presentations, and a schedule you can build around real life, with the opportunity to work with families and to manage a portfolio you keep serving.

Qualifikationen

• Clear and human communication is required.
• Ability to work autonomously without direct supervision.
• Openness to following a proven process.

Aufgaben

• Enroll and support clients who asked for guidance.
• Engage clients in benefits conversations and provide guidance remotely.

Kenntnisse

Clear communication

Self-discipline

Process orientation

Benefits conversations

Jobbeschreibung

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and be responsible for enrolling and supporting clients who asked for guidance.

The deal includes a home office, web presentations, and a schedule you can build around real life, with the opportunity to work with families and to manage a portfolio you keep serving.