Remote Client Care Specialist — Financial Services

Aogarciaagency; Hartford (CT); Remote; USD 40,000 - 60,000; Full time

Job summary

Aogarciaagency is seeking a client-facing, remote professional in financial services. You will enroll and support clients who seek guidance, paired with a growing team and mentorship, and deliver web presentations that help families plan better.

You will join a program that values a schedule you can build around real life, with training and ongoing leadership involvement to keep you engaged and effective.

Qualifications

• Clear, human communication in client interactions.
• Ability to work independently without micromanagement.
• Willingness to follow a proven sales/benefits process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Collaborate with a growing, mentored team.
• Deliver web presentations and follow-up with clients.

Skills

Clear communication

Self-motivation

Client guidance

Process adherence

Job description

Aogarciaagency is seeking a client-facing, remote professional in financial services. You will enroll and support clients who seek guidance, paired with a growing team and mentorship, and deliver web presentations that help families plan better.

You will join a program that values a schedule you can build around real life, with training and ongoing leadership involvement to keep you engaged and effective.