Remote Financial Services Advisor—Client Guidance & Growth

AO Garcia Agency; Farmington Hills (MI); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, using provided tools and mentorship to enroll and support clients who ask for guidance.

The deal emphasizes home-office flexibility, meaningful work for families, involved leadership, and a schedule you can build around real life. Requirements focus on clear, human communication, self-discipline without direct supervision, openness to a proven process, and interest in

Qualifications

• Clear, human-centered communication.
• Self-discipline to work remotely without supervision.
• Willingness to follow a proven sales/benefits process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance in a remote setup.
• Conduct web presentations and virtual meetings with clients.
• Maintain and grow client relationships through ongoing remote support.

Skills

Clear communication

Self-motivation

Active listening

Job description

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, using provided tools and mentorship to enroll and support clients who ask for guidance.

The deal emphasizes home-office flexibility, meaningful work for families, involved leadership, and a schedule you can build around real life. Requirements focus on clear, human communication, self-discipline without direct supervision, openness to a proven process, and interest in