Client Advocacy Team Lead - Remote

AO Garcia Agency; Woonsocket (RI); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Fully remote

Flexible schedule

Mentorship program

Job summary

AO Garcia Agency is seeking a client-facing financial services professional for a fully remote role. You will enroll and support clients who asked for guidance, work with a growing team, receive tools and mentorship, and help families with benefits conversations.

You’ll enjoy a flexible schedule, meaningful work that matters to families, and ongoing training from leaders who stay involved as you serve a portfolio of clients.

Qualifications

• Clear, human communication style.
• Ability to work autonomously without direct supervision.
• Follow a proven process and guidelines.
• Comfort discussing benefits with clients.

Responsibilities

• Enroll and support clients who asked for guidance.
• Maintain and grow a portfolio while delivering consistent service.

Skills

Clear communication

Independent work

Process adherence

Client guidance

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"