Remote Client Concierge: Financial Guidance Families
Charleston, Kanawha County, West Virginia, 25301, USA
Listed on 2026-10-20
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Customer Service/HelpDesk
Client Relationship Management
AO Garcia Agency is seeking a client-facing, fully remote professional to guide families through financial services options. You will join a growing team, receive mentorship, and use available tools to enroll and support clients who seek guidance.
This role emphasizes clear, human communication, autonomy, and adherence to a proven process, with flexible scheduling and a focus on benefits conversations, not just sales energy.
Join us at AO Garcia Agency as our next Remote Client Concierge:
Financial Guidance for Families in Vienna, WV, United States.
This is a great role to take on the Remote Client Concierge:
Financial Guidance for Families role at AO Garcia Agency.
As a Remote Client Concierge:
Financial Guidance for Families, you will play an important part at AO Garcia Agency in Vienna, WV, United States.
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