Remote Financial Services Trainee - Client Support and Growth

AO Garcia Agency

Norfolk (VA)

À distance

USD 65 000 - 90 000

Plein temps

Il y a 4 jours
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Résumé du poste

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, and given the tools and mentorship you need to succeed.

You will work from home with web presentations, focusing on matters that affect families, and enjoy a schedule you can build around real life. Training and involved leaders back you every step of the way.

Qualifications

  • Clear, human communication is essential.
  • Ability to work autonomously without direct supervision.
  • openness to following a proven process.
  • Interest in benefits conversations beyond sales energy.

Responsabilités

  • Enroll and support clients who requested guidance.
  • Collaborate with a growing team and follow established methods.

Connaissances

Communication
Self-discipline
Process adherence
Benefits conversations

Description du poste

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, and given the tools and mentorship you need to succeed.

You will work from home with web presentations, focusing on matters that affect families, and enjoy a schedule you can build around real life. Training and involved leaders back you every step of the way.

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