Part-Time Client Care Specialist - Remote

AO Garcia Agency; Elsmere (DE); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship to help you succeed.

You’ll work on presentations, handle benefits conversations, and build lasting client relationships while keeping a schedule that fits real life. This role emphasizes meaningful work that matters to families and a proven process you can own.

Qualifications

• Clear and human communication.
• Self-motivated with discipline and minimal supervision.
• Interest in benefits conversations, not just

Responsibilities

• Enroll and support clients who asked for guidance.
• Support client interactions remotely with mentorship from the team.
• Contribute to a growing, mentor-guided environment.

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"