Remote Leadership Trainee - Client-Facing Finance

AO Garcia Agency; Huntington (WV); Remote; USD 40.000 - 66.000; Vollzeit

Benefits dieser Stelle

Home office

Web presentations

Meaningful work for families

Mentorship and training

Flexible schedule

Portfolio continuity

Zusammenfassung

AO Garcia Agency is seeking a remote, client-facing contributor in financial services. You will enroll and support clients who request guidance, paired with a growing team, receiving tools and mentorship to help families understand benefits.

You’ll work from a home office with a schedule you can adapt to real life, and you’ll manage a portfolio you continue to serve rather than a stack of one-off calls.

Qualifikationen

• Clear and human communication is required.
• Self-discipline without constant supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits with clients, not just sales energy.

Aufgaben

• Enroll and support clients who asked for guidance.
• Provide client-facing support in a fully remote setting.
• Collaborate with a growing team to deliver consistent client outcomes.
• Present information clearly through web presentations.

Kenntnisse

Clear communication

Self-discipline

Process adherence

Benefits conversation

Jobbeschreibung

AO Garcia Agency is seeking a remote, client-facing contributor in financial services. You will enroll and support clients who request guidance, paired with a growing team, receiving tools and mentorship to help families understand benefits.

You’ll work from a home office with a schedule you can adapt to real life, and you’ll manage a portfolio you continue to serve rather than a stack of one-off calls.