Client Success Associate - Work From Home

AO Garcia Agency; Pawtucket (RI); Remote; USD 42,000 - 66,000; 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, given tools and mentorship, and you will enroll and support clients who asked for guidance.

The deal includes a home office, engaging web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life. You’ll manage a portfolio you keep serving, not a stack of one-off calls.

Qualifications

• Clear, human communication is essential.
• Ability to work without constant supervision.
• Wamiliarity with a proven process and consent to follow it.
• Interest in benefits conversations, not just sales energy.

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"