Client Concierge Representative - Work From Home

AO Garcia Agency; Vienna (WV); A distancia; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

AO Garcia Agency is seeking a client-facing, fully remote professional to guide families through financial services options. You will join a growing team, receive mentorship, and use available tools to enroll and support clients who seek guidance.

This role emphasizes clear, human communication, autonomy, and adherence to a proven process, with flexible scheduling and a focus on benefits conversations, not just sales energy.

Formación

• Clear and human communication required.
• Self-discipline with no constant supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not only sales energy.

Conocimientos

Clear communication

Self-discipline

Process adherence

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"