Remote Client Education Specialist - Financial Services

AO Garcia Agency; Dover (NH); Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Fully remote

Mentorship program

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in the United States. You will enroll and support clients who seek guidance, paired with mentoring from a growing team and provided tools to deliver value to families.

The position emphasizes clear, human communication, independent work, and adherence to a proven process. You will participate in benefits conversations and contribute to meaningful, real-life outcomes for clients.

Qualifications

• Clear and human communication.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Participate in fully remote client-facing workflows.
• Engage with a growing team and use provided tools and mentorship.
• Contribute to presentations and client interactions with a focus on value and clarity.

Skills

Clear communication

Independent/work autonomy

Openness to process

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in the United States. You will enroll and support clients who seek guidance, paired with mentoring from a growing team and provided tools to deliver value to families.

The position emphasizes clear, human communication, independent work, and adherence to a proven process. You will participate in benefits conversations and contribute to meaningful, real-life outcomes for clients.