Remote Financial Services Advisor — Flexible Schedule & Impact

AO Garcia Agency; Tulsa (OK); A distancia; USD 40.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Home office

Web presentations

Mentorship

Flexible schedule

Portfolio-based work

Descripción de la vacante

AO Garcia Agency seeks a client-facing, fully remote professional in the financial services space. You will enroll and support clients who have requested guidance, leveraging provided tools and mentorship. This is a growth-focused role with a schedule you can build around real life.

You will work with a team that offers training and leaders who stay involved, and you'll serve a diverse portfolio of clients rather than one-off calls.

Formación

• Excellent written and verbal communication with a human touch.

Responsabilidades

• Enroll and support clients seeking guidance.
• Engage in remote client interactions and meetings.
• Explain financial services options and benefits to clients.

Conocimientos

Clear communication

Self-motivation

Process adherence

Benefits conversations

Descripción del empleo

AO Garcia Agency seeks a client-facing, fully remote professional in the financial services space. You will enroll and support clients who have requested guidance, leveraging provided tools and mentorship. This is a growth-focused role with a schedule you can build around real life.

You will work with a team that offers training and leaders who stay involved, and you'll serve a diverse portfolio of clients rather than one-off calls.