Client Intake Representative - Work From Home

AO Garcia Agency; Cranston (RI); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency seeks a client-facing professional for a fully remote role in financial services. You will enroll and support clients, delivering guidance with a human touch while collaborating with a growing team and utilizing available tools and mentorship.

You will participate in benefits conversations and follow a proven process, ensuring clients receive clear, actionable guidance tailored to their needs.

Qualifications

• Clear, human communication style is essential.
• Ability to work independently with accountability.
• Wamiliarity with proven sales or guidance processes is a plus.
• Ability to discuss benefits as part of client conversations.

Responsibilities

• Engage with clients in a client-facing, fully remote capacity.
• Enroll and guide clients through financial guidance processes.
• Collaborate with a growing team and leverage provided mentorship.

Skills

Clear communication

Self-discipline

Process adaptability

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”