Remote Client Experience Specialist

AO Garcia Agency; Brookings (SD); Remote; USD 50,000 - 70,000; 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 asked for guidance, delivering clear, human communication from your home office.

You will work with a growing team, receive tools and mentorship, and participate in a proven process that emphasizes benefits conversations and meaningful outcomes. The position offers flexible scheduling and the opportunity to serve families as part of a trusted advisory

Qualifications

• 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”.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver training and mentorship remotely.
• Present information via web presentations from a home office.

Skills

Clear communication

Self-discipline

Process adaptability

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 asked for guidance, delivering clear, human communication from your home office.

You will work with a growing team, receive tools and mentorship, and participate in a proven process that emphasizes benefits conversations and meaningful outcomes. The position offers flexible scheduling and the opportunity to serve families as part of a trusted advisory