Client Relationship Specialist - Remote

AO Garcia Agency; Central (LA); Remote; USD 42,000 - 66,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional in the financial services space. You will enroll and support clients who asked for guidance, paired with a growing team and mentors who stay involved.

You will build relationships, use provided tools, and create meaningful work that matters to families, with a schedule you can align with real life.

Qualifications

• Clear and human communication is expected.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just “sales energy”

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and benefit from mentorship.
• Work in a client-facing, fully remote financial services environment.
• Prioritize client needs and guide them through the process.

Skills

Clear communication

Autonomy & 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”