Remote Client Engagement Specialist

AO Garcia Agency; Havre (MT); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a remote client-facing professional in financial services. You will enroll and support clients, build lasting relationships, and navigate benefits conversations with clarity.

You will join a growing team with mentorship, tools, and training, and you can shape a schedule that fits real life while serving families with meaningful financial guidance.

Qualifications

• Clear and human communication.
• Self-motivation with no direct supervision.
• Openness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Be paired with a growing team and receive tools and mentorship.

Skills

Clear communication

Self-discipline

Process orientation

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"