Remote Financial Services Client Advocate

AO Garcia Agency; Madison (MS); Remote; USD 50,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing role that is fully remote, offering mentorship, tools, and the chance to enroll and support clients who seek guidance in financial services.

You will be paired with a growing team, receiving training and leaders who stay involved, with a schedule you can build around real life. This position emphasizes beneficial client conversations and meaningful work for families.

Qualifications

• Communication that is clear and human.
• Self-motivation with minimal supervision.
• Wollows a proven process and adapts as needed.
• Interest in benefits conversations, not just sales energy.

Skills

Clear communication

Self-motivation

Follow proven process

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing role that is fully remote, offering mentorship, tools, and the chance to enroll and support clients who seek guidance in financial services.

You will be paired with a growing team, receiving training and leaders who stay involved, with a schedule you can build around real life. This position emphasizes beneficial client conversations and meaningful work for families.