Remote Financial Guidance Consultant

AO Garcia Agency; Rochester Hills (MI); Teletrabalho; USD 60 000 - 90 000; Tempo integral

Resumo da oferta

AO Garcia Agency is seeking a client-facing role in the financial services space. This fully remote position offers the chance to enroll and support clients who request guidance, with tools and mentorship provided by the team.

You will work with leaders who stay involved, training opportunities, and a schedule you can build around real life. The role emphasizes meaningful, long-term client relationships.

Qualificações

• Clear and human communication with clients.
• Discipline without a supervisor in the hallway.
• Openness to a proven process and steps.
• Interest in benefits conversations, not just sales energy.

Responsabilidades

• Enroll and support clients who asked for guidance.
• Partner with mentors and a growing team to deliver value.
• Represent the company in client-facing, remote interactions.

Conhecimentos

Clear communication

Self-discipline

Process openness

Benefits conversation

Descrição da oferta de emprego

AO Garcia Agency is seeking a client-facing role in the financial services space. This fully remote position offers the chance to enroll and support clients who request guidance, with tools and mentorship provided by the team.

You will work with leaders who stay involved, training opportunities, and a schedule you can build around real life. The role emphasizes meaningful, long-term client relationships.