Remote Flexibility for Detail-Oriented Helpers

AO Garcia Agency
Kailua, Hawaii, United States
Full Time
Remote
Trainee
0+
Finance & Accounting Financial Services Insurance

Posted 1 month ago

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Excellent 4.7

Job summary

Client-facing, fully remote, financial services. Support clients with guidance, using tools and mentorship. Flexible schedule, ongoing portfolio service, and training provided.

Responsibilities

Enroll and support clients who have requested guidance, using web presentations in a fully remote financial services role. Build and maintain an ongoing portfolio of clients while working with a team and following its process.

Qualifications

Candidates should communicate clearly and naturally, work independently without close supervision, and be open to following a proven process. They should be interested in discussing benefits with clients, rather than relying solely on sales enthusiasm.

English

Company

AO Garcia Agency

Location
Kailua, Hawaii, United States

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Excellent 4.7
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