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AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who requested guidance, presenting information via web sessions from your home office and managing a schedule that accommodates real life.
You will join a growing team with access to tools and mentorship, focusing on work that matters to families and leveraging a proven process for client conversations.
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.