Remote Financial Services Associate — Client Guidance

AO Garcia Agency; Sanford (ME); Remoto; USD 55.000 - 75.000; Tempo pieno

Descrizione del lavoro

AO Garcia Agency in the United States is seeking a client-facing financial services specialist for a fully remote role. You will enroll and support clients who requested guidance, using proven processes, with mentorship and the right tools from a growing team.

You will build relationships, present solutions, and manage a portfolio of clients, with a schedule that fits real life while delivering meaningful work and measurable outcomes for families.

Competenze

• Clear and human communication is required.
• Discipline without a supervisor in the hallway is essential.
• Openness to a proven process is needed.
• Interest in benefits conversations, not just
• sales energy

Mansioni

• Enroll and support clients who asked for guidance.
• Work with mentorship and a growing team to deliver value to clients.

Conoscenze

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Descrizione del lavoro

AO Garcia Agency in the United States is seeking a client-facing financial services specialist for a fully remote role. You will enroll and support clients who requested guidance, using proven processes, with mentorship and the right tools from a growing team.

You will build relationships, present solutions, and manage a portfolio of clients, with a schedule that fits real life while delivering meaningful work and measurable outcomes for families.