Client Engagement Representative - Work From Home

AO Garcia Agency; Harrisonburg (VA); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Mentorship and team support

Flexible scheduling

Remote work

Job summary

AO Garcia Agency is offering a fully remote client-facing role in financial services. You will be paired with a growing team, leveraging provided tools and mentorship to enroll and support clients seeking guidance. The position emphasizes meaningful work for families, with training and engaged leadership.

You can build a schedule that fits real life while serving a portfolio of clients. The role values clear, human communication, disciplined independence, openness to a proven process, and a

Qualifications

• Clear, human, effective communication with clients.
• Ability to work independently without direct supervision.
• Openness to following a proven, structured sales/consultative process.
• Interest in discussing benefits and solutions, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Collaborate with a growing team and mentors to deliver value.

Skills

Clear communication

Self-discipline

Process adherence

Benefits discussions

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"