Client Relationship Specialist - Remote

AO Garcia Agency; Markham; Remote; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Home office

Web presentations

Supportive leadership

Flexible schedule

Client portfolio

Job summary

AO Garcia Agency is seeking a client-facing remote role in financial services. You will enroll and support clients seeking guidance, paired with a growing team that provides tools and mentorship, enabling you to build meaningful client relationships from home.

You will work with leaders who stay involved, receive structured training, and shape a schedule that fits real life while delivering value to families and individuals who rely on you.

Qualifications

• Clear and human communication is essential.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and benefit from mentorship.
• Deliver client guidance remotely and professionally.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

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

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. 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”