Client Concierge Representative - Work From Home

AO Garcia Agency; Urbandale (IA); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote candidate to guide clients through financial services options. You will enroll and support clients who ask for guidance, working with a growing team and mentorship while maintaining clear, human communication.

Ideal candidates demonstrate discipline without supervision, openness to a proven process, and a keen interest in benefits conversations, not just sales energy.

Qualifications

• Clear, human communication is essential.
• Demonstrated self-discipline in a remote setting.
• Willingness to follow a proven process.
• Interest in discussing employee benefits with clients.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and receive mentorship and tools.
• Communicate clearly and compassionately with clients to help them understand options.

Skills

Clear communication

Self-discipline

Process orientation

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"