Remote Financial Guidance Specialist — Flexible Schedule

Aogarciaagency; Hoover (AL); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Fully remote

Flexible schedule

Mentorship program

Job summary

Aogarciaagency offers a client-facing, fully remote role in financial services. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal includes a home office, web presentations, and leaders who stay involved. You can build a schedule around real life while serving a portfolio of clients you keep for the long term.

Qualifications

• Clear and human communication is essential.
• Ability to work with minimal supervision and stay disciplined.
• Openness to following a proven process.
• Interest in discussing benefits as part of client conversations.

Responsibilities

• Enroll and support clients who request guidance.
• Collaborate with a growing team and leverage mentorship and tools.
• Represent financial services in client-facing interactions.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

Aogarciaagency offers a client-facing, fully remote role in financial services. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal includes a home office, web presentations, and leaders who stay involved. You can build a schedule around real life while serving a portfolio of clients you keep for the long term.