Remote Client Care Specialist

Aogarciaagency; Caldwell (ID); Remote; USD 45,000 - 75,000; Full time

Job summary

Aogarciaagency is seeking a client-facing professional for a fully remote position within financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

The role emphasizes work that matters to families, offers a schedule you can build around real life, and provides training and leaders who stay involved. You will handle presentations and benefits conversations within a proven process.

Qualifications

• 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”

Responsibilities

• Enrolling and supporting clients who asked for guidance
• Pairing with a growing team and using provided tools and mentorship
• Delivering client-facing financial services guidance remotely

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Aogarciaagency is seeking a client-facing professional for a fully remote position within financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

The role emphasizes work that matters to families, offers a schedule you can build around real life, and provides training and leaders who stay involved. You will handle presentations and benefits conversations within a proven process.