Remote Client Services Lead - Financial Guidance

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You’ll enroll and support clients who seek guidance, using a proven process and friendly, clear communication. You’ll work with a growing team, receive mentorship, and present information via web sessions that families can follow. In this role, you’ll build relationships, deliver value, and help clients understand benefits and options. #J-18808-Ljbffr