Part-Time Client Experience Specialist - Remote

AO Garcia Agency; Central (LA); Remote; USD 52,000 - 70,000; Full time

Benefits offered by this job

Remote work

Mentorship

Flexible schedule

Portfolio of clients

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, using a proven process and clear, human communication.

You'll be paired with a growing team, receive training, and mentorship from leaders who stay involved. Enjoy a flexible schedule and the opportunity to serve a portfolio of clients while having real-life impact.

Qualifications

• 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"

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage with clients using a proven process to discuss benefits.

Skills

Clear human communication

Self-discipline

Openness to proven process

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"