AO Garcia Agency seeks a motivated, flexible professional for a remote role focused on guiding families toward financial well-being. This position emphasizes virtual consultations, needs assessment, and proactive client engagement.
Responsibilities include building relationships through ongoing check-ins and handling related administrative tasks. Training and mentorship are available, with access to industry-leading tools and technology. Interviews are conducted via Zoom.
#J-18808-LjbffrRemote Client Advisor - Flexible Schedule, Weekly Pay in portland at Unknown Company
This position is listed as full time and able to be worked remotely.