Remote Financial Client Advisor

AO Garcia Agency; Tulsa (OK); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a remote client-facing role in financial services. You will be paired with a growing team, receive mentorship, and guide clients who seek advice. The deal emphasizes home-office setup, web presentations, meaningful work for families, and a schedule that fits real life.

Training and involved leaders, plus ongoing support, are highlighted as part of the role. You will serve a portfolio of clients with a structured process and flexible time commitment.

Qualifications

• Clear, human communication style is essential.
• 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.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

AO Garcia Agency is seeking a remote client-facing role in financial services. You will be paired with a growing team, receive mentorship, and guide clients who seek advice. The deal emphasizes home-office setup, web presentations, meaningful work for families, and a schedule that fits real life.

Training and involved leaders, plus ongoing support, are highlighted as part of the role. You will serve a portfolio of clients with a structured process and flexible time commitment.