Client Services Team Leader - Work From Home

AO Garcia Agency; Nashua (NH); Remote; USD 50,000 - 65,000; 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 help enroll and support clients who seek guidance.

The deal emphasizes home office setup, web presentations, meaningful work for families, ongoing training, a schedule you can build around real life, and a portfolio of ongoing client work rather than one-off calls.

Qualifications

• Clear and human communication is required.
• Disciplined, able to work without direct supervision.
• Open to proven process.
• Interested in benefits conversations, not just sales energy.

Skills

Clear communication

Self-motivation

Process driven

Client-focused

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”