Remote Client Experience Lead — Financial Services

AO Garcia Agency; Murfreesboro (TN); Remote; USD 42,000 - 62,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, using a proven process and clear, human communication.

You will join a growing team with mentoring from leaders, receive training through web presentations, and enjoy a schedule you can build around real life while serving a diverse client portfolio.

Qualifications

• Clear, human communication is essential.
• 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 leaders on training and mentorship.
• Deliver web presentations and serve clients remotely.
• Maintain a schedule you can build around real life.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, using a proven process and clear, human communication.

You will join a growing team with mentoring from leaders, receive training through web presentations, and enjoy a schedule you can build around real life while serving a diverse client portfolio.