Remote Client Consultation Specialist

AO Garcia Agency; Council Bluffs (IA); Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Job summary

AO Garcia Agency seeks a client-facing, fully remote professional in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, and provided with tools and mentorship to succeed.

You will conduct web presentations, work a flexible schedule, and serve families by guiding them through beneficial solutions using a proven process.

Qualifications

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

Responsibilities

• Enroll and support clients who asked for guidance
• Work with a growing team, using provided tools and mentorship
• Deliver client-ready presentations via web presentations
• Build a schedule that fits real life while delivering value

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”