Remote Financial Services Client Advisor

AO Garcia Agency; Apex (NC); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Home office

Web presentations

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance. The deal includes home office setup, web presentations, and a schedule you can build around real life.

You will participate in training and work with leaders who stay involved, delivering meaningful service to families and maintaining ongoing client relationships.

Qualifications

• Clear, human communication style.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations beyond sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing, remote-friendly team.
• Deliver client-centered financial services guidance.

Skills

Clear communication

Self-management

Process adherence

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance. The deal includes home office setup, web presentations, and a schedule you can build around real life.

You will participate in training and work with leaders who stay involved, delivering meaningful service to families and maintaining ongoing client relationships.