Remote Client Engagement Specialist - Financial Services

AO Garcia Agency; Pittsburgh (Allegheny County); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional in the United States to enroll and support families seeking guidance on benefit programs. You’ll join a growing team, receive tools and mentorship, and be trusted to deliver presentations and ongoing service with a schedule you can adapt to real life.

This role emphasizes meaningful work and client outcomes. You will work remotely with flexible scheduling, participate in training, and contribute to helping families make

Qualifications

• Excellent verbal and written communication skills.
• Ability to work independently without direct supervision.
• Willingness to engage in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Deliver web presentations and virtual consultations.
• Build relationships with families and maintain ongoing service.

Skills

Clear communication

Self-discipline

Process openness

Client-facing experience

Job description

AO Garcia Agency is seeking a client-facing, fully remote professional in the United States to enroll and support families seeking guidance on benefit programs. You’ll join a growing team, receive tools and mentorship, and be trusted to deliver presentations and ongoing service with a schedule you can adapt to real life.

This role emphasizes meaningful work and client outcomes. You will work remotely with flexible scheduling, participate in training, and contribute to helping families make