Remote Financial Services Associate — Client Guidance

AO Garcia Agency; Sumter (SC); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional to work fully remotely in the United States, guiding families through financial services. You will enroll and support clients who asked for guidance, with tools and mentorship provided to help you succeed.

The role offers a schedule you can build around real life, and you will be part of a growing team with leaders who stay involved and provide training for continued development.

Qualifications

• Clear, human communication style.
• Self-motivated with ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations beyond just “sales energy”.

Responsibilities

• Enroll and support clients seeking guidance.
• Engage client-facing in a remote financial services context.
• Collaborate with a growing team and adhere to established processes.

Skills

Clear communication

Self-motivation

Process adherence

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional to work fully remotely in the United States, guiding families through financial services. You will enroll and support clients who asked for guidance, with tools and mentorship provided to help you succeed.

The role offers a schedule you can build around real life, and you will be part of a growing team with leaders who stay involved and provide training for continued development.