Client Success Associate - Work From Home

AO Garcia Agency; Madison (WI); Remote; USD 45,000 - 65,000; Full time

Job summary

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

The role emphasizes a schedule you can build around real life, training, and leaders who stay involved. It offers a meaningful way to serve families through benefits discussions and guidance.

Qualifications

• Clear, human communication is required.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just selling energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide training and mentorship to clients as needed.

Skills

Clear communication

Self-discipline

Process adherence

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”