Remote Financial Services Consultant — Client Impact

AO Garcia Agency; Tucson (AZ); Remote; USD 55,000 - 75,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

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

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

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.