Client Experience Specialist - Work From Home

AO Garcia Agency; Janesville (WI); Remote; USD 38,000 - 60,000; Full time

Benefits offered by this job

Fully remote

Mentorship

Flexible schedule

Job summary

AO Garcia Agency is hiring a client-facing role in financial services. This position is fully remote with a home-office setup, offering mentorship and leaders who stay involved. You will enroll and support clients who request guidance, and you can build a schedule that fits real life while delivering meaningful work for families.

The role emphasizes benefits conversations over mere sales energy, with training and structured processes to help you succeed in a growing team.

Qualifications

• Clear, human communication is required.
• Self-discipline to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance, acting as their trusted adviser.
• Engage in client-facing activities in a fully remote setup.
• Contribute to a portfolio of ongoing client engagements, not one-off calls.

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”