Remote Client Account Specialist

AO Garcia Agency; Hyattsville (MD); Remote; USD 50,000 - 65,000; 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 request guidance, and you will be part of a growing team that provides tools and mentorship to help families manage their financial needs.

You will contribute to training efforts and work within a structure that supports a flexible schedule and meaningful, real-world impact for clients.

Qualifications

• Clear and human communication is required.
• Self-motivation with no constant supervision.
• Openness to a proven process and methodology.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide training and mentorship within a growing team.

Skills

Clear communication

Self-motivation

Remote work capability

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"