Remote Financial Needs Advisor

AO Garcia Agency; Carmel (IN); Remote; USD 55,000 - 70,000; Full time

Benefits offered by this job

Flexible schedule

Fully remote work

Mentorship and training

Job summary

AO Garcia Agency in the United States is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, delivering clear, human communication and a practical, process-driven approach.

Join a growing team with mentorship and tools, where you can build a schedule that fits real life while handling web presentations and meaningful work that helps families manage their finances.

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.

Skills

Clear communication

Self-discipline

Process mindset

Benefits conversations

Job description

AO Garcia Agency in the United States is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, delivering clear, human communication and a practical, process-driven approach.

Join a growing team with mentorship and tools, where you can build a schedule that fits real life while handling web presentations and meaningful work that helps families manage their finances.