Member Care Representative - Work From Home

AO Garcia Agency; Broken Arrow (OK); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Home office setup

Mentorship and growth

Job summary

AO Garcia Agency is seeking a client-facing financial services professional for a fully remote, growth-oriented role. You will enroll and support clients who seek guidance, leveraging tools and mentorship from a growing team to help families make informed financial decisions.

You will work with a schedule that fits real life, focusing on meaningful, long-term client relationships and recurring portfolio support rather than one-off calls.

Qualifications

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

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide client-focused financial services with a remote team and mentorship.

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"