Member Care Supervisor - Work From Home

AO Garcia Agency

Cleveland (OH)

Remote

USD 50,000 - 80,000

Full time

3 days ago
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Benefits offered by this job

Fully remote
Flexible schedule

Job summary

AO Garcia Agency seeks a client-facing professional to deliver guided financial services in a fully remote capacity. You will enroll and support clients who request guidance, using a proven process and tools provided by the company.

A schedule that accommodates real life and a focus on meaningful work with families are core aspects of this role. You will partner with leaders who stay involved, gaining mentorship while handling home-office web presentations and client interactions that matter in

Qualifications

  • Need clear, human, and effective communication.
  • Ability to work independently without constant supervision.
  • Familiarity with client-focused financial guidance processes.

Responsibilities

  • Enroll and support clients seeking financial guidance.
  • Conduct benefits conversations as part of service.
  • Operate within a proven enrollment process.

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”
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