Remote Client Concierge - Flexible Financial Guidance

AO Garcia Agency; Urbandale (IA); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote candidate to guide clients through financial services options. You will enroll and support clients who ask for guidance, working with a growing team and mentorship while maintaining clear, human communication.

Ideal candidates demonstrate discipline without supervision, openness to a proven process, and a keen interest in benefits conversations, not just sales energy.

Qualifications

• Clear, human communication is essential.
• Demonstrated self-discipline in a remote setting.
• Willingness to follow a proven process.
• Interest in discussing employee benefits with clients.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and receive mentorship and tools.
• Communicate clearly and compassionately with clients to help them understand options.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote candidate to guide clients through financial services options. You will enroll and support clients who ask for guidance, working with a growing team and mentorship while maintaining clear, human communication.

Ideal candidates demonstrate discipline without supervision, openness to a proven process, and a keen interest in benefits conversations, not just sales energy.