Client Concierge Representative - Work From Home

AO Garcia Agency; Whitefish (MT); Remote; USD 42,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing remote role in financial services. You will join a growing team, be paired with mentors, and enroll and support clients who asked for guidance.

This fully remote position emphasizes clear, human communication, self-motivation, and adherence to a proven process, with a schedule you can build around real life. You will help families understand benefits and build lasting relationships.

Qualifications

• 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”.

Responsibilities

• Enroll and support clients who asked for guidance.
• Be client-facing and comfortable with remote web presentations.
• Work with a growing team and mentors to deliver value.

Skills

Clear communication

Self-motivation

Discipline to work independently

Interest in 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”