Client Needs Specialist - Work From Home

AO Garcia Agency; Raleigh (NC); 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’ll enroll and support clients who seek guidance, pairing with a growing team with tools and mentorship.

You’ll work from a home office with web presentations, build a schedule that fits real life, and manage a portfolio of clients rather than a stack of one-off calls, focusing on benefits conversations and a proven process.

Qualifications

• Clear, human communication 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.
• Partner with a growing team and use provided tools and mentorship.
• Deliver web presentations from a home office.
• Build a schedule that fits real life while delivering value.

Skills

Clear communication

Self-discipline

Process orientation

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”