Remote Financial Guidance Advisor

AO Garcia Agency; Georgetown (KY); Remote; USD 42,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a remote, client-facing role within financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

This position emphasizes clear, human communication, disciplined execution, and a willingness to follow a proven process, with a focus on benefits conversations rather than just sales energy.

Qualifications

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

Responsibilities

• Enroll and support clients who asked for guidance.
• Be paired with a growing team and use provided tools and mentorship.
• Communicate clearly and professionally to clients throughout the engagement.

Job description

AO Garcia Agency is seeking a remote, client-facing role within financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

This position emphasizes clear, human communication, disciplined execution, and a willingness to follow a proven process, with a focus on benefits conversations rather than just sales energy.