Remote Financial Guidance Specialist Flexible Schedule

Aogarciaagency; Elgin (IL); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Home office

Web presentations

Flexible schedule

Meaningful work for families

Job summary

Aogarciaagency seeks a client-facing professional for a fully remote role in the United States. You will enroll and guide clients who seek financial guidance, pairing with a growing team and mentors. Tools include web presentations and a schedule you can build around real life.

You will thrive with clear communication, discipline without a supervisor, and interest in benefits conversations beyond simple sales energy. Training and leaders stay involved to help you succeed.

Qualifications

• Communicate clearly and with a human touch.
• Demonstrate discipline and self-direction without direct supervision.
• Be open to a proven sales/support process.
• Show interest in benefits conversations beyond sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and receive mentorship.
• Deliver web presentations and guidance from a home office.

Skills

Clear communication

Self-motivation

Process-oriented

Benefits conversations

Job description

Aogarciaagency seeks a client-facing professional for a fully remote role in the United States. You will enroll and guide clients who seek financial guidance, pairing with a growing team and mentors. Tools include web presentations and a schedule you can build around real life.

You will thrive with clear communication, discipline without a supervisor, and interest in benefits conversations beyond simple sales energy. Training and leaders stay involved to help you succeed.