Remote Client Care Specialist - Financial Services

Aogarciaagency; Dover (NH); Remote; USD 52,000 - 76,000; Full time

Benefits offered by this job

Home office

Web presentations

Mentorship

Flexible schedule

Portfolio of clients

Job summary

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and be responsible for enrolling and supporting clients who seek guidance.

The deal emphasizes a home office setup, web presentations, and real-life scheduling that fits families. You will work with training and leaders who stay involved, performing benefits conversations as part of a proven process, not just pursuing sales

Qualifications

• Clear, human communication required.
• Self-discipline with minimal supervision.
• Openness to a proven sales/benefits process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Participate in client-facing activities as part of a growing team.
• Deliver and engage in tools-assisted client sessions.
• Contribute to a portfolio of client relationships with long-term impact.

Job description

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and be responsible for enrolling and supporting clients who seek guidance.

The deal emphasizes a home office setup, web presentations, and real-life scheduling that fits families. You will work with training and leaders who stay involved, performing benefits conversations as part of a proven process, not just pursuing sales