Remote Client Advocacy Lead - Flexible Mentorship

AO Garcia Agency; Woonsocket (RI); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Fully remote

Flexible schedule

Mentorship program

Job summary

AO Garcia Agency is seeking a client-facing financial services professional for a fully remote role. You will enroll and support clients who asked for guidance, work with a growing team, receive tools and mentorship, and help families with benefits conversations.

You’ll enjoy a flexible schedule, meaningful work that matters to families, and ongoing training from leaders who stay involved as you serve a portfolio of clients.

Qualifications

• Clear, human communication style.
• Ability to work autonomously without direct supervision.
• Follow a proven process and guidelines.
• Comfort discussing benefits with clients.

Responsibilities

• Enroll and support clients who asked for guidance.
• Maintain and grow a portfolio while delivering consistent service.

Skills

Clear communication

Independent work

Process adherence

Client guidance

Job description

AO Garcia Agency is seeking a client-facing financial services professional for a fully remote role. You will enroll and support clients who asked for guidance, work with a growing team, receive tools and mentorship, and help families with benefits conversations.

You’ll enjoy a flexible schedule, meaningful work that matters to families, and ongoing training from leaders who stay involved as you serve a portfolio of clients.