Home-Based Client Services Representative

AO Garcia Agency; Gresham (OR); A distancia; USD 50.000 - 75.000; Jornada completa

Descripción de la vacante

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, pair with a growing team, and use provided tools and mentorship to deliver meaningful help.

This position offers a flexible schedule and a focus on real-life balance, with opportunities to build lasting client relationships through benefits conversations and thoughtful guidance.

Formación

• 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"

Responsabilidades

• Enroll and support clients who asked for guidance
• Work with a growing team and mentorship
• Deliver client-focused financial services presentations and guidance

Conocimientos

Clear communication

Self-discipline

Openness to a proven process

Interest in benefits conversations

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"