Client Relations Representative - Remote

AO Garcia Agency; Charlotte (NC); Remote; USD 50,000 - 80,000; Full time

Job summary

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

You will engage clients through web presentations and build a schedule that fits real life, while delivering meaningful work that impacts families and their finances.

Qualifications

• Clear, human communication
• Ability to work without constant supervision
• Willingness to follow a proven process
• Interest in discussing benefits, not just sales energy

Responsibilities

• Support and enroll clients as part of a growing team
• Deliver guidance to clients through remote interactions
• Maintain a portfolio of clients and ongoing follow-up

Skills

Clear communication

Independence

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"