Part-Time Member Services Associate - Work From Home

AO Garcia Agency; Castle Rock (CO); Remote; USD 50,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role within the financial services sector. The position offers mentorship, structured guidance, and the opportunity to enroll and support clients who have requested guidance.

As part of a growing team, you will follow a proven process and focus on conversations around benefits, not just general sales energy, with a schedule you can build around real life.

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.
• Work in a client-facing, fully remote role within financial services.
• Contribute to client outcomes through a structured process.

Skills

Clear communication

Self-motivation

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”