Part-Time Work From Home Client Support Representative

AO Garcia Agency; Gary (IN); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote specialist in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship to succeed.

Expect a schedule you can build around real life, training, and leaders who stay involved as you help families understand benefits and solutions. This role emphasizes communication and process adherence.

Qualifications

• Clear, human communication style.
• Ability to work independently without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations as part of sales.

Responsibilities

• Enroll and support clients seeking guidance.
• Engage with clients in a client-facing, remote setting.
• Participate in benefits conversations.

Skills

Client-facing

Self-discipline

Process-oriented

Communication

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"