Remote Financial Needs Advisor

AO Garcia Agency; Vancouver (WA); Remote; USD 55,000 - 90,000; Full time

Benefits offered by this job

Fully remote work

Flexible schedule

Mentorship and training

Meaningful client work

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional in the financial services space. You will enroll and support clients, delivering web presentations from your home office and building long-lasting relationships with families.

You will work with tools and mentorship to apply a proven process while enjoying a schedule you can adapt to real life, emphasizing meaningful work that helps families access financial guidance.

Qualifications

• Strong verbal and written communication tailored to clients.
• Ability to work independently without direct supervision.
• Comfort with a proven process and structured guidelines.

Responsibilities

• Enroll and support clients who seek guidance in financial services.
• Deliver web presentations from a home office environment.
• Build and maintain meaningful relationships with families served.

Skills

Clear communication

Self-motivation

Client-focused

Organisation

Job description

AO Garcia Agency is seeking a client-facing, fully remote professional in the financial services space. You will enroll and support clients, delivering web presentations from your home office and building long-lasting relationships with families.

You will work with tools and mentorship to apply a proven process while enjoying a schedule you can adapt to real life, emphasizing meaningful work that helps families access financial guidance.