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AO Garcia Agency is seeking a remote, client-facing professional in the financial services space. You will enroll and support clients who asked for guidance, with tools and mentorship provided.
This role emphasizes flexible scheduling, home-office setup, and the chance to work on meaningful projects that help families. You will present via web meetings and build a portfolio of ongoing client relationships.
Client-facing, fully remote, financial services.
You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.