Remote Client Experience Manager

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

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"