Client Retention Representative - Work From Home

AO Garcia Agency; Saint Charles (MO); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Fully remote

Flexible schedule

Mentorship program

Training and leadership involvement

Job summary

AO Garcia Agency is hiring for a client enrollment and support role. This fully remote position focuses on guiding families through benefits conversations and enrollment steps, with mentorship and regular leadership involvement.

You will enroll clients, provide guidance, and support them within a proven process, while balancing a flexible schedule and meaningful, impactful work.

Qualifications

• Clear and human communication is essential.
• Demonstrated self-motivation with minimal supervision.
• Ability to follow a proven process and guidelines.
• Interest in discussing benefits with clients, beyond sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Provide ongoing support to clients via remote channels.
• Follow the established process and leverage mentorship and tools.

Skills

Clear communication

Self-motivation

Process-oriented

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”