Client Engagement Representative - Work From Home

AO Garcia Agency; Bloomington (IL); Remote; USD 50,000 - 75,000; Full time

Job summary

AO Garcia Agency offers a client-facing, fully remote role in financial services. You will enroll and support clients who seek guidance, using a proven process and clear, human communication.

You’ll work with a growing team, receive training and mentorship, and enjoy a flexible schedule that fits real life. Your focus is on meaningful work that benefits families, not just quick calls.

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.
• Engage with clients remotely to provide ongoing guidance and support.

Skills

Clear communication

Self-discipline

Process adherence

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"