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

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.