100% Remote Client Relations Advisor

AO Garcia Agency; Elizabethtown (KY); Remote; USD 45,000 - 60,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive mentoring, and guide clients who seek clarity and support.

The position emphasizes training, flexible scheduling, and a portfolio of ongoing client relationships rather than one-off calls, enabling meaningful work for families and communities.

Qualifications

• Clear and human communication style is essential.
• Ability to work independently without direct supervision.
• Openness to following a proven process and guidelines.
• Interest in discussing benefits and value with clients, not just sales.

Responsibilities

• Enroll and support clients who seek guidance and clarity.
• Engage in client-facing interactions from a remote setup.
• Maintain ongoing relationships and provide tailored information.

Skills

Clear communication

Self-discipline

Process orientation

Benefit 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”