Client Needs Specialist - Work From Home

AO Garcia Agency; Sterling Heights (MI); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who seek guidance, with tools and mentorship from a growing team. The position emphasizes meaningful work for families and flexible scheduling to fit real life.

The role involves web presentations, ongoing client guidance, and a portfolio of clients to serve rather than single calls. Training and leader involvement are highlighted to support your success.

Qualifications

• Clear and human communication required.
• Independent work with self-motivation and reliability.
• Willingness to follow a proven client-guidance process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations from a home office.
• Receive training and mentorship from leaders and teammates.
• Build a schedule that fits real life and client needs.
• Serve a portfolio of clients with ongoing guidance, not one-off calls.

Skills

Communication

Discipline

Openness to process

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"