Remote Client Care Specialist — Financial Services

AO Garcia Agency; Elyria (OH); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing financial services professional for a fully remote role in the United States. You will enroll and support clients who seek guidance, leveraging tools and mentorship from a growing team.

You will work with families on benefits conversations, follow a proven process, and build a schedule that fits real life while delivering meaningful results. The role emphasizes clear, human communication and ongoing client care.

Qualifications

• Clear and human communication.
• Ability to work independently without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance in a client-facing, financial services environment.
• Work remotely with a team, using available tools and mentorship to achieve goals.
• Represent the company and maintain relationships with families through meaningful engagements.

Job description

AO Garcia Agency is seeking a client-facing financial services professional for a fully remote role in the United States. You will enroll and support clients who seek guidance, leveraging tools and mentorship from a growing team.

You will work with families on benefits conversations, follow a proven process, and build a schedule that fits real life while delivering meaningful results. The role emphasizes clear, human communication and ongoing client care.