Remote Client Consultation Specialist

AO Garcia Agency; Allentown (Lehigh County); Remote; USD 60,000 - 80,000; Full time

Job summary

AO Garcia Agency in the United States seeks a client-facing, fully remote professional to enroll and support clients who seek guidance in financial services. You will work with a growing team, receive mentorship, and use provided tools to deliver clear, human guidance.

You’ll thrive with discipline, follow a proven process, and engage in benefits conversations beyond basic sales energy, building lasting relationships with families.

Qualifications

• Clear, human communication.
• Self-discipline with no constant supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who ask for guidance.
• Collaborate with a growing team and leverage provided tools.
• Deliver client-centered financial services remotely.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"