Remote Financial Services Consultant

AO Garcia Agency; Tucson (AZ); Remote; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

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

The role offers a home office, web presentations, and a schedule you can build around real life, with a portfolio you keep serving rather than a stack of one-off calls.

Qualifikationen

• Clear and human communication style is essential.
• Ability to work without direct supervision and stay organized.
• Openness to following a proven process and procedures.
• Interest in discussing benefits beyond simple sales energy.

Aufgaben

• Enroll and support clients who seek guidance.
• Conduct or participate in web presentations for clients.
• Collaborate with a growing team and leverage mentorship.

Kenntnisse

Clear communication

Self-discipline

Process orientation

Benefits conversations

Jobbeschreibung

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”