Client Relationship Specialist - Remote

AO Garcia Agency; Camden (DE); Remote; USD 52,000 - 76,000; Full time

Job summary

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

You will work with families in a scheduling-friendly setup, with training and leaders who stay involved, and maintain a portfolio you continue serving over time.

Qualifications

• Clear and human communication
• Disciplined, able to work without direct supervision
• Willingness to follow a proven process
• Interest in discussing benefits, not just sales energy

Responsibilities

• Enroll and support clients who asked for guidance
• Engage with clients in a client-facing, fully remote environment
• Operate within a structured process to drive outcomes

Skills

Clear communication

Independent work

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"