Remote Financial Membership Advisor - Enrollment & Support

AO Garcia Agency; El Paso (TX); Remote; USD 36,000 - 60,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team and mentors to help you succeed.

You will present via web presentations, work that matters to families, and enjoy a schedule you can build around real life. Training and leaders stay involved to help you grow.

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.
• Work with a growing team and receive tools and mentorship.
• Deliver client-focused financial guidance via remote interactions.

Skills

Clear communication

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team and mentors to help you succeed.

You will present via web presentations, work that matters to families, and enjoy a schedule you can build around real life. Training and leaders stay involved to help you grow.