Remote Family-Focused Client Portfolio Advisor

AO Garcia Agency; Penn Hills (Allegheny County); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, delivering clear, human-focused service from anywhere in the United States.

You will join a growing team, receive mentorship and tools, and operate within a proven process that emphasizes real-life scheduling flexibility and meaningful interactions with families.

Qualifications

• Clear and human communication style.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just “sales energy”.

Responsibilities

• Enroll and support clients seeking guidance.
• Work with a growing team and mentorship.
• Provide client-focused service remotely.

Skills

Client-facing

Communication

Discipline

Open to process

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, delivering clear, human-focused service from anywhere in the United States.

You will join a growing team, receive mentorship and tools, and operate within a proven process that emphasizes real-life scheduling flexibility and meaningful interactions with families.