Client Experience Specialist - Work From Home

AO Garcia Agency; Columbus (NE); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, with web presentations and a home office setup, while building a schedule that fits real life.

The position emphasizes mentorship, training, and meaningful work that helps families through concrete financial guidance. A flexible, client-centric environment is offered.

Qualifications

• Clear and human communication.
• Self-discipline with no direct supervisor.
• Willingness to follow a proven process.
• Interest in benefits discussions, not only sales.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide mentorship and tools to clients.
• Delivers training and client-focused service.

Skills

Clear communication

Self-discipline

Process-oriented

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”