Remote Client Advocate

AO Garcia Agency; Alexandria (LA); Remote; USD 50,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in the financial services sector. You will enroll and support clients who ask for guidance, with access to mentorship, tools, and a process-driven approach that emphasizes meaningful conversations about benefits and value.

You’ll be paired with a growing team, receive ongoing training, and work a schedule that fits real-life commitments while making a tangible difference for families through guided guidance and

Qualifications

• Clear and human communication is required.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations and trainings.
• Maintain a portfolio of clients you serve and support.

Skills

Clear communication

Self-discipline

Process-oriented

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"