Part-Time Client Experience Specialist - Remote

AO Garcia Agency; Hudson (NH); Remote; USD 52,000 - 78,000; Full time

Benefits offered by this job

Flexible schedule

Mentorship program

Training and leadership involvement

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in the United States. You will enroll and support clients who request guidance, working with a growing team that provides tools and mentorship.

The position emphasizes meaningful work that matters to families and offers a schedule you can build around real life. Expect training and leaders who stay involved, with a portfolio approach to ongoing service rather than one-off calls.

Qualifications

• Clear, human-centered communication is essential.
• Self-discipline with minimal supervision.
• Openness to a proven process and guidelines.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and mentors to deliver a consistent client experience.

Skills

Clear communication

Self-discipline

Process orientation

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”