Remote Client Success Advisor
AO Garcia Agency
AO Garcia Agency is seeking a motivated, flexible contributor for a remote client-services role. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial solutions while maintaining regular Zoom meetings.
You will build lasting relationships through proactive check-ins, complete related administrative tasks, and take advantage of mentorship, training, and industry-leading tools to support clients from home with a balanced, adaptable schedule.
#J-18808-LjbffrVacancy posted 2 days ago
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