Remote Financial Services Appointment Specialist

AO Garcia Agency; Utqiaġvik (AK); Remote; USD 55,000 - 90,000; Full time

Job summary

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

The position offers training, involved leadership, and a schedule that can be built around real life while delivering meaningful work that helps families plan for the future.

Qualifications

• Clear, human communication is essential.
• Ability to work without direct supervision and stay disciplined.
• Willingness to follow a proven process.
• Interest in discussing benefits as part of client conversations.

Responsibilities

• Enroll and support clients who seek guidance in financial services.
• Maintain clear, empathetic communication with families and clients.

Skills

Clear communication

Self-motivation

Process adherence

Benefits conversations

Job description

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

The position offers training, involved leadership, and a schedule that can be built around real life while delivering meaningful work that helps families plan for the future.