Remote Client Experience Manager

AO Garcia Agency; South Portland (ME); Remote; USD 50,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who seek guidance, using a proven process and tools provided, with mentorship from a growing team.

Work-life flexibility is emphasized: a schedule you can build around real life, with opportunities to present web sessions and help families plan their financial journeys.

Qualifications

• Clear and human communication required.
• Self-motivation with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Provide financial services guidance to families.
• Deliver web presentations and client sessions.

Skills

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”