Client Support Specialist - Work From Home

AO Garcia Agency; Jackson (WY); Remote; USD 40,000 - 60,000; Full time

Job summary

AO Garcia Agency in the United States is seeking a client-facing professional for a fully remote financial services role. You will enroll and support clients who requested guidance, working with a growing team and receiving tools and mentorship to help you succeed.

You will engage in benefits conversations, follow a proven process, and provide meaningful guidance to families through scheduled work that fits real life.

Qualifications

• Excellent verbal and written communication.
• Ability to work without daily supervision.
• Willingness to follow a proven sales process.
• Interest in discussing benefits beyond basic sales energies.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present financial services to clients remotely in a client-facing capacity.
• Work with mentors and a growing team to deliver value.
• Build a schedule that fits real life while maintaining client focus.

Skills

Clear communication

Discipline

Adaptability

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"