Client Success Associate - Work From Home

AO Garcia Agency; Overland Park (KS); Remote; USD 52,000 - 72,000; Full time

Job summary

AO Garcia Agency is seeking a remote, client-facing professional in financial services who can enroll and support clients seeking guidance. You will be paired with a growing team, receive tools and mentorship, and contribute to meaningful work for families.

Expect a schedule you can build around real life, with training and leaders who stay involved. This role emphasizes client education, benefits conversations, and a commitment to a proven process.

Qualifications

• Clear and human communication is essential.
• Ability to work without constant supervision.
• Open to following a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Present web-based information to clients.
• Engage in benefits conversations and explain options.
• Collaborate with a remote team and stay engaged with training.

Skills

Clear communication

Self-motivation

Client-focused

Disciplined autonomy

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”