Client Engagement Representative - Work From Home

AO Garcia Agency; Madison (MS); Remote; USD 42,000 - 68,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote enrollment specialist in the financial services space. You will enroll and support clients who request guidance, using a proven process and tools provided by the team.

You will join a growing, mentorship-driven group, with opportunities to present via web sessions and schedule flexibility to balance real-life commitments while delivering meaningful outcomes for families.

Qualifications

• Clear and human communication is required.
• Self-discipline with minimal supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Lead web presentations and online sessions.
• Follow a proven process and milestones.
• Engage in benefits conversations with clients.

Skills

Clear communication

Self-motivation

Benefits conversations

Remote work discipline

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”