Client Advocacy Team Lead - Remote

AO Garcia Agency; Kenosha (WI); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional in financial services. The role is fully remote, with web presentations and a focus on helping families through benefits conversations.

You will join a growing team, receive tools and mentorship, and enroll and support clients who ask for guidance. Expect a schedule you can build around real life and a portfolio you keep serving.

Qualifications

• Clear, human communication is essential.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations to clients.
• Be paired with a growing team and receive mentorship.
• Work that matters to families.

Skills

Clear communication

Self-discipline

Process mindset

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

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