Insurance Client Services Associate - Remote

AO Garcia Agency; Hot Springs (AR); Remote; USD 48,000 - 72,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in the financial services sector. You will be paired with a growing team, provided tools and mentorship, and expected to enroll and support clients who have asked for guidance.

This position offers the flexibility to build around real life while delivering meaningful work that matters to families and individuals seeking guidance in their finances.

Qualifications

• Clear, human communication.
• Self-discipline without a supervisor.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team, using provided tools and mentorship.

Skills

Clear communication

Self-discipline

Process adherence

Benefits-conversation oriented

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"