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AO Garcia Agency is seeking a client-facing, fully remote role within financial services. You will enroll and support clients who asked for guidance, using provided tools and mentorship to help families make informed decisions.
A focus on clear communication, self-discipline without constant supervision, openness to a proven process, and engaging in benefits conversations beyond pure sales energy will be essential.
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.