Remote Financial Services Advisor with Flexible Schedule

AO Garcia Agency; Gary (IN); Remote; USD 45,000 - 75,000; Full time

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 seek guidance, delivering service with clarity and empathy.

You will work with a growing team, receive mentorship and tools to succeed, and benefit from a schedule you can build around real life while focusing on meaningful work that helps families.

Qualifications

• Clear and human communication.
• Ability to work independently without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide client-focused guidance in a fully remote setup.
• Engage with families to understand benefits and services.

Skills

Clear communication

Self-motivation

Openness to process

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 seek guidance, delivering service with clarity and empathy.

You will work with a growing team, receive mentorship and tools to succeed, and benefit from a schedule you can build around real life while focusing on meaningful work that helps families.