Part-Time Client Care Specialist - Remote

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

Job summary

AO Garcia Agency is seeking a client-facing, fully remote specialist in financial services. You will enroll and support clients who seek guidance, paired with a growing team, with tools and mentorship to help them succeed.

The role emphasizes making an impact for families, with a schedule you can build around real life, training, and leaders who stay involved, plus ongoing opportunities to serve a portfolio of clients.

Qualifications

• Clear and human communication is required.
• Self-discipline with minimal supervision.
• Openness to following 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 utilize provided tools and mentorship.

Skills

Clear communication

Self-discipline

Process orientation

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”