100% Remote Client Relations Advisor

AO Garcia Agency; Meriden (CT); A distancia; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

AO Garcia Agency is seeking a client-facing teammate for a fully remote role in financial services. You will enroll and support clients who asked for guidance, using available tools and mentorship.

You'll be paired with a growing team, receive ongoing training, and work in a schedule you can build around real life. The role focuses on meaningful work for families and flexible learning opportunities.

Formación

• Clear and human communication is required.
• Self-discipline with no supervisor in the hallway is expected.
• Open to a proven process and structured approach.
• Interest in benefits conversations, not just sales energy.

Responsabilidades

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and utilize provided tools and mentorship.
• Provide client-facing service remotely within financial services.

Conocimientos

Clear communication

Self-motivation

Process oriented

Benefits conversations

Descripción del empleo

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"