Client Service Advisor - Remote

AO Garcia Agency; Livonia (MI); Remote; USD 55,000 - 85,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote financial services professional. You will enroll and support clients who asked for guidance while working with a growing team and mentors.

The role emphasizes meaningful work for families, a flexible schedule, and a home-office setup with web presentations. Training and leaders stay involved to help you succeed.

Qualifications

• Clear, human communication style.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who requested guidance.
• Deliver web presentations from a home office.
• Provide training and mentorship within the team.
• Serve a portfolio of clients over time.

Skills

Clear communication

Self-discipline

Process adherence

Benefits discussions

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”