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Remote Analysis Specialist

Remote / Online - Candidates ideally in
Bend, Deschutes County, Oregon, 97707, USA
Listing for: AO Garcia Agency
Remote/Work from Home position
Listed on 2026-10-12
Job specializations:
  • Finance & Banking
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 45000 - 75000 USD Yearly USD 45000.00 75000.00 YEAR
Job Description & How to Apply Below
Position: Remote Needs Analysis Specialist

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal
  • Home office. Web presentations.
  • Work that matters to families.
  • Training and leaders who stay involved.
  • A schedule you can build around real life.
  • A portfolio you keep serving - not a stack of one-off calls.
  • Requirements
    • Communication that is clear and human
    • Discipline without a supervisor in the hallway
    • Openness to a proven process
    • Interest in benefits conversations, not just "sales energy"

    We have an opening for a Remote Needs Analysis Specialist in Bend, OR, United States within Finance.

    The position is based in Bend, OR, United States.

    This opportunity is part of our work in Finance.

    The advertised compensation is 45.000 - 75.000.

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