Remote Financial Services Client Advocate

AO Garcia Agency; Hot Springs (AR); Remote; USD 48,000 - 72,000; Full time

Job summary

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

This position offers the flexibility to build around real life while delivering meaningful work that matters to families and individuals seeking guidance in their finances.

Qualifications

• Clear, human communication.
• Self-discipline without a supervisor.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team, using provided tools and mentorship.

Skills

Clear communication

Self-discipline

Process adherence

Benefits-conversation oriented

Job description

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

This position offers the flexibility to build around real life while delivering meaningful work that matters to families and individuals seeking guidance in their finances.