Remote Client Care Specialist — Financial Services

Aogarciaagency; Gresham (OR); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Home office setup

Mentorship & training

Flexible scheduling

Remote work

Job summary

Aogarciaagency is hiring for a client-facing role in the financial services space. This position is fully remote within the United States, offering mentorship, tools, and a framework to guide clients who seek guidance. You’ll be part of a growing team and build meaningful relationships with families.

Expect a schedule you can adapt to real life, with training and leaders who stay involved to support your success. The role focuses on guidance and benefits conversations rather than hard selling.

Qualifications

• Clear and human communication is essential.
• Self-discipline without direct supervision.
• Openness to a proven process and methods.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Support and enroll clients who request guidance.
• Work with a growing team with mentorship and provided tools.
• Deliver client-facing financial services remotely from a home office.

Skills

Clear communication

Self-motivation

Process adherence

Benefits conversations

Job description

Aogarciaagency is hiring for a client-facing role in the financial services space. This position is fully remote within the United States, offering mentorship, tools, and a framework to guide clients who seek guidance. You’ll be part of a growing team and build meaningful relationships with families.

Expect a schedule you can adapt to real life, with training and leaders who stay involved to support your success. The role focuses on guidance and benefits conversations rather than hard selling.