Client Needs Specialist - Work From Home

AO Garcia Agency; Sacramento (CA); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote work

Growth path

Coaching culture

Honest conversations

Flexible hours

Clear expectations

Job summary

AO Garcia Agency is seeking a remote team member to help families understand and set up protection options. The role offers flexible hours, mentorship, and clear expectations, with a focus on growth for the right attitude.

The position emphasizes coaching over sink-or-swim, honest conversations, and a development path; ideal for self-motivated individuals who communicate well and manage their schedule while collaborating with the team to deliver reliable guidance.

Qualifications

• Strong communication and empathy to understand family needs.
• Ability to work independently with self-management and integrity.
• Must build productive team habits and maintain professional conduct.

Skills

Remote collaboration

Communication

Self-management

Team habits

Integrity

Job description

Remote seat on a team that helps families understand and set up protection options.

Flexible hours. Mentorship. Clear expectations.

Offer

• 1. Purpose with a process — not vague “help people.”
• 2. Work from home.
• 3. A growth path if the numbers and the attitude are there.
• 4. Coaching instead of sink-or-swim.
• 5. Honest conversations only. No pressure theater.

Bring

• Communication skill
• Self-management
• Team habits
• A spine — integrity is not optional