Remote Financial Services Advisor | Flexible Schedule

AO Garcia Agency; Alexandria (VA); A distancia; USD 50.000 - 70.000; Jornada completa

Descripción de la vacante

AO Garcia Agency is seeking a remote client enrollment professional in the financial services space. You will enroll and support clients who have requested guidance and resources, while working with a growing team that provides tools and mentorship.

The role emphasizes Web presentations and a schedule that accommodates real-life commitments, with leadership staying involved to ensure success.

Formación

• Clear, human-centered communication is essential.
• Self-discipline with minimal supervision.
• Willingness to adopt a proven process.
• Interest in benefits conversations, not just sales energy.

Responsabilidades

• Enroll and support clients who asked for guidance.
• Deliver information and guidance through remote interactions.
• Collaborate with a growing team and receive mentorship from leaders.
• Utilize web presentations to engage clients.

Descripción del empleo

AO Garcia Agency is seeking a remote client enrollment professional in the financial services space. You will enroll and support clients who have requested guidance and resources, while working with a growing team that provides tools and mentorship.

The role emphasizes Web presentations and a schedule that accommodates real-life commitments, with leadership staying involved to ensure success.