Remote Financial Guidance Specialist Flexible Hours

Aogarciaagency; Greenville (SC); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Home office

Web presentations

Training and leadership involvement

Flexible schedule

Portfolio of clients

Job summary

Aogarciaagency in Greenville, SC offers a fully remote, client-facing role in financial services. You will enroll and support clients who asked for guidance, delivering clear web presentations and practical financial insights.

You will work with engaging leaders, receive ongoing mentorship, and enjoy a flexible schedule that fits real life while you build a portfolio of clients you continue serving.

Qualifications

• Excellent written and verbal communication.
• Ability to work independently with discipline.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who ask for guidance.
• Deliver web presentations and provide actionable financial guidance.
• Collaborate with leaders and maintain an ongoing client portfolio.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversation

Tools

Web presentations

Job description

Aogarciaagency in Greenville, SC offers a fully remote, client-facing role in financial services. You will enroll and support clients who asked for guidance, delivering clear web presentations and practical financial insights.

You will work with engaging leaders, receive ongoing mentorship, and enjoy a flexible schedule that fits real life while you build a portfolio of clients you continue serving.