Client Advocacy Team Lead - Remote

AO Garcia Agency; Thornton (CO); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Mentorship

Flexible schedule

Training and leadership

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, backed by a growing team, tools, and mentorship.

Expect training, active leaders, and a schedule you can build around real life while serving a portfolio of clients rather than a stack of one-off calls.

Qualifications

• Clear, human communication with clients.
• Ability to work independently without direct supervision.
• Wamiliarity with a proven sales/benefits process.

Skills

Clear communication

Self-discipline

Open to process

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"