Remote Client Consultation Specialist

AO Garcia Agency; Riverside (CA); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional in financial services. You will be paired with a growing team, receive mentorship, and guide clients who seek guidance.

This role emphasizes meaningful work for families, ongoing training, and a schedule that fits real life; you will handle benefits conversations rather than generic sales calls.

Qualifications

• Clear, human communication skills.
• Self-discipline with minimal supervision.
• Willingness to follow 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 and benefit from mentorship.
• Represent the company in client-facing communications.

Skills

Clear communication

Self-discipline

Process adoption

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"