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AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who ask for guidance, working with a growing team and using provided tools and mentorship.
This position emphasizes clear, human communication, discipline without direct supervision, and openness to a proven process, with a focus on benefits conversations rather than hard selling.
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.