Remote Client Engagement Specialist — Financial Services

AO Garcia Agency; San Diego (CA); Remote; USD 55,000 - 85,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional in the United States to guide and enroll clients seeking financial guidance. You will work with a growing team, receive mentorship, and use provided tools to deliver meaningful support to families.

The role offers a schedule that fits real life and emphasizes benefits conversations over pure sales energy. You will be enrolled in an established process and supported by leadership who stays involved, ensuring you can focus on

Qualifications

• Clear and human communication.
• Self-discipline without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Collaborate with a growing team and leverage available tools.
• Assist clients through benefits discussions and onboarding guidance.

Skills

Clear communication

Self-motivation

Client onboarding

Job description

AO Garcia Agency is seeking a client-facing, fully remote professional in the United States to guide and enroll clients seeking financial guidance. You will work with a growing team, receive mentorship, and use provided tools to deliver meaningful support to families.

The role offers a schedule that fits real life and emphasizes benefits conversations over pure sales energy. You will be enrolled in an established process and supported by leadership who stays involved, ensuring you can focus on