Remote Client Care Specialist, Financial Services

Aogarciaagency; Essex Junction (VT); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Home office

Web presentations

Mentorship

Flexible schedule

Meaningful work

Job summary

Aogarciaagency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who have asked for guidance, paired with a growing team and mentorship, while enjoying tools and a schedule that fits real life.

The position emphasizes training, leadership involvement, and meaningful impact for families. The role focuses on benefits conversations, with a proven process and home-office/web presentation setup, allowing you to build a portfolio of ongoing client

Qualifications

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

Responsibilities

• Enroll and support clients who requested guidance.
• Present information through web-based presentations.
• Participate in mentorship and training from leaders.
• Maintain a schedule accommodating real-life commitments.

Skills

Clear communication

Independent work

Process adherence

Benefits conversations

Job description

Aogarciaagency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who have asked for guidance, paired with a growing team and mentorship, while enjoying tools and a schedule that fits real life.

The position emphasizes training, leadership involvement, and meaningful impact for families. The role focuses on benefits conversations, with a proven process and home-office/web presentation setup, allowing you to build a portfolio of ongoing client