Remote Client Intake Specialist Flexible Impactful Guidance

AO Garcia Agency

AO Garcia Agency is seeking a client-facing professional in financial services who can enroll and support clients who asked for guidance, delivering clear, empathetic guidance remotely from home.

You will join a growing team, receive tools and mentorship, and help families navigate important financial decisions. The role emphasizes real-life schedules, meaningful work, and a portfolio of lasting client relationships.

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Vacancy posted 2 days ago

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