Home-Based Client Services Representative

AO Garcia Agency; Fort Wayne (IN); A distancia; USD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Fully remote

Mentorship

Tools and resources

Descripción de la vacante

AO Garcia Agency in the United States 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 asked for guidance.

This position emphasizes clear, human communication, disciplined self-management, and openness to a proven process. You will participate in benefits conversations and build lasting client relationships while working from home with a flexible

Formación

• Clear and human communication.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsabilidades

• Enroll and support clients who asked for guidance.
• Communicate clearly and compassionately with clients.

Conocimientos

Communication

Client-facing

Remote work

Discipline

Descripción del empleo

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”