Client Follow-Up Representative - Remote

AO Garcia Agency; Morristown (VT); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Mentorship

Client-focused training

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

This role emphasizes clear, human communication, self-discipline, and adherence to a proven process. You will participate in benefits conversations and present information via web presentations. A schedule you can build around real life is offered.

Qualifications

• Clear and human communication in client interactions.
• Ability to work independently with self-discipline.
• Willingness to follow a proven sales/support process.
• Interest in discussing benefits with clients, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present information to clients via web presentations.
• Collaborate with a growing team and utilize provided tools.
• Follow structured processes to ensure consistency.

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"