At a Glance
- Tasks: Assess client needs, present options, and nurture relationships in a virtual setting.
- Company: AO Garcia Agency, a supportive team focused on client success.
- Benefits: Flexible remote work, structured advancement path, and comprehensive training.
- Other info: Work from home with a focus on performance and growth.
- Why this job: Join a dynamic team and make a real difference in clients' lives.
- Qualifications: Strong communication skills and a passion for helping others.
The predicted salary is between 47250 - 57750 $ per year.
AO Garcia Agency seeks a virtual consultant who can assess client needs, present options, and nurture the relationship after the first meeting.
The role emphasizes clear communication, CRM hygiene, and note-taking to keep pipelines healthy.
Interviews happen on Zoom and you’ll train with the team from home using the current tech stack.
Expect a structured, performance-based advancement path and full training to get you up to speed.
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Client Advocate – Remote in Mississauga employer: AO Garcia Agency
At Lever, Inc., we pride ourselves on being an exceptional employer that values flexibility and personal growth. Our remote Client Solutions Specialist role allows you to create a work schedule that fits your life while making a significant impact on families through our supportive financial services. With a strong emphasis on mentorship, training, and the opportunity to build lasting client relationships, you'll thrive in a collaborative culture that prioritizes your professional development.
