Remote Client Advocacy Specialist

AO Garcia Agency; Decatur (AL); Remote; USD 65,000 - 85,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Ongoing training

Meaningful client impact

Job summary

AO Garcia Agency seeks a remote Client Advisor to enroll and support clients seeking guidance in financial services. You will be paired with a growing team that provides tools and mentorship, while you manage web presentations and client interactions from a home office.

The role emphasizes meaningful work that affects families, with a schedule you can build around real life and ongoing training from leaders who stay involved.

Qualifications

• Clear and human communication.
• Disciplined work style with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present and engage clients via web presentations.
• Work with a team that provides tools and mentorship.
• Build a schedule that fits real life while delivering value.

Skills

Clear communication

Self-discipline

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”