# Client Needs Advisor - Remote at AO Garcia Agency

Client Needs Advisor - Remote at AO Garcia Agency in Goose Creek, South Carolina. Remote. Posted October 27, 2026.

- Company: AO Garcia Agency
- Location: Goose Creek, South Carolina
- Workplace: Remote
- Posted: 2026-10-27
- Apply: https://jobs.lever.co/aogarciaagency/15fc7576-9f51-48c2-b759-64e18cb2dd88/apply
- Source: https://jobmagic.ai/jobs/client-needs-advisor-remote-ao-garcia-agency-w2kvg5

## Description

This is a remote financial-services seat built around warm leads and a training system.If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.
Daily work• Speak with people who asked for information• Map needs to available protection options• Run a simple enrollment flow• Build and service a client list
Provided• Pre-qualified warm leads• Step-by-step onboarding• Remote tools• Flexible hours• Ongoing mentorship
Good fitSelf-starters who like helping families and can handle a performance environment.
Bad fitAnyone who will not take feedback or needs a manager in the room.Next step is a short Zoom overview. Apply to book it.