Remote Client Care & Guidance Specialist

AO Garcia Agency; Surrey; A distancia; CAD 60.000 - 85.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and utilize provided tools and mentorship.

Conocimientos

Clear communication

Self-discipline

Process orientation

Benefits conversations

Descripción del empleo

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.