Remote Financial Guidance Specialist — Flexible Schedule

Aogarciaagency

Fremont (NE)

Remote

USD 60,000 - 90,000

Full time

8 days ago
Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Job summary

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, and you’ll be paired with a growing team, given tools and mentorship.

The deal includes training, live web presentations, and a schedule you can build around real life. You’ll work from home, manage a portfolio you keep serving, and make a meaningful impact for families.

Qualifications

  • Communication that is clear and human
  • Discipline without a supervisor in the hallway
  • Openness to a proven process
  • Interest in benefits conversations, not just “sales energy”

Responsibilities

  • Enroll and support clients who asked for guidance
  • Be paired with a growing team, given tools and mentorship
  • Deliver training and conduct web-based presentations
  • Build a schedule you can align with real life

Job description

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, and you’ll be paired with a growing team, given tools and mentorship.

The deal includes training, live web presentations, and a schedule you can build around real life. You’ll work from home, manage a portfolio you keep serving, and make a meaningful impact for families.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Remote Financial Guidance Specialist — Flexible Schedule
Remote Financial Guidance Specialist — Flexible Schedule

Aogarciaagency • Hoover (AL)

Remote
USD 60,000 - 90,000
Fully remote
Flexible schedule
Mentorship program
Remote Financial Guidance Specialist Flexible Schedule
Remote Financial Guidance Specialist Flexible Schedule

Aogarciaagency • Elgin (IL)

Remote
USD 45,000 - 65,000
Home office
Web presentations
Flexible schedule
+1
Remote Financial Guidance Specialist | Flexible Schedule
Remote Financial Guidance Specialist | Flexible Schedule

Aogarciaagency • Rogers (AR)

Remote
USD 42,000 - 65,000
Fully remote
Flexible schedule
Remote Financial Guidance Specialist | Flexible Schedule
Remote Financial Guidance Specialist | Flexible Schedule

Aogarciaagency • Saint Petersburg (FL)

Remote
USD 45,000 - 65,000
Remote Finance Support Specialist — Flexible Schedule
Remote Finance Support Specialist — Flexible Schedule

Aogarciaagency • Sheridan (WY)

Remote
USD 60,000 - 90,000
Home office
Web presentations
Mentorship and leadership involvement
Remote Client Advisor—Flexible Schedule, Meaningful Financial Guidance
Remote Client Advisor—Flexible Schedule, Meaningful Financial Guidance

Aogarciaagency • Lawrenceville (GA)

Remote
USD 40,000 - 60,000
Remote Client Success Specialist — Flexible Hours
Remote Client Success Specialist — Flexible Hours

Aogarciaagency • Lancaster

Remote
USD 55,000 - 85,000
Home office
Web presentations
Mentorship
+1
Remote Financial Guidance Specialist Flexible Hours
Remote Financial Guidance Specialist Flexible Hours

Aogarciaagency • Greenville (SC)

Remote
USD 42,000 - 64,000
Home office
Web presentations
Training and leadership involvement
+2
Remote Client-Facing Finance Coach — Flexible Schedule
Remote Client-Facing Finance Coach — Flexible Schedule

Aogarciaagency • Bend (OR)

Remote
USD 52,000 - 78,000
Remote Client Relations Specialist — Flexible Schedule
Remote Client Relations Specialist — Flexible Schedule

Aogarciaagency • Canton (OH)

Remote
USD 42,000 - 60,000