Remote Financial Services Growth Partner

AO Garcia Agency

Decatur (AL)

Remote

USD 45,000 - 65,000

Full time

3 days ago
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Benefits offered by this job

Home office
Web presentations
Meaningful work
Mentorship
Flexible schedule
Portfolio continuity

Job summary

AO Garcia Agency in the United States seeks a client-facing professional for a 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.

Expect a flexible schedule, training from leaders who stay involved, and the opportunity to work on meaningful, family-focused projects through ongoing outreach and portfolio-building activities.

Qualifications

  • Clear and human communication.
  • Discipline without a supervisor in the hallway.
  • Openness to a proven process.
  • Interest in benefits conversations, not just "sales energy".

Responsibilities

  • Enroll and support clients who ask for guidance.
  • Work with a growing team and mentors to deliver value.
  • Engage in benefits conversations as part of client guidance.

Skills

Communication
Self-discipline
Process adherence
Benefits conversations

Job description

AO Garcia Agency in the United States seeks a client-facing professional for a 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.

Expect a flexible schedule, training from leaders who stay involved, and the opportunity to work on meaningful, family-focused projects through ongoing outreach and portfolio-building activities.

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