Part-Time Remote Client Care Representative

AO Garcia Agency; Elyria (OH); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing financial services professional for a fully remote role in the United States. You will enroll and support clients who seek guidance, leveraging tools and mentorship from a growing team.

You will work with families on benefits conversations, follow a proven process, and build a schedule that fits real life while delivering meaningful results. The role emphasizes clear, human communication and ongoing client care.

Qualifications

• Clear and human communication.
• Ability to work independently without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance in a client-facing, financial services environment.
• Work remotely with a team, using available tools and mentorship to achieve goals.
• Represent the company and maintain relationships with families through meaningful engagements.

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"