Remote Client Care Specialist

AO Garcia Agency; Rapid City (SD); Remote; USD 40,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing remote adviser in the financial services space. You will enroll and support clients who asked for guidance, with mentorship and tools provided.

The role emphasizes building a schedule around real life, serving a portfolio of families, and engaging in benefits conversations rather than mere sales energy.

Qualifications

• Clear and human communication
• Self-discipline to work without a supervisor
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”

Responsibilities

• Host home office web presentations
• Engage with families and deliver guidance
• Receive training and mentorship from leaders
• Build a schedule around real life
• Serve a portfolio of clients over time

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”