Part-Time Client Relations Representative - Remote

AO Garcia Agency; Hilo (HI); Remote; USD 50,000 - 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 seek guidance and help families plan their financial futures.

You will join a growing team, receive training and mentorship, and work with leaders who stay involved. You can build a schedule that fits real life while delivering ongoing value to clients and their portfolios.

Qualifications

• Must communicate clearly and humanly.
• Able to work independently using a proven process.
• Interested in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Conduct web presentations to clients.
• Maintain ongoing client portfolios through proactive service.

Skills

Clear communication

Self-motivation

Remote work discipline

Tools

CRM systems

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”