Remote Client Experience Specialist — Mentored Growth

AO Garcia Agency; Janesville (WI); Remote; USD 38,000 - 60,000; Full time

Benefits offered by this job

Fully remote

Mentorship

Flexible schedule

Job summary

AO Garcia Agency is hiring a client-facing role in financial services. This position is fully remote with a home-office setup, offering mentorship and leaders who stay involved. You will enroll and support clients who request guidance, and you can build a schedule that fits real life while delivering meaningful work for families.

The role emphasizes benefits conversations over mere sales energy, with training and structured processes to help you succeed in a growing team.

Qualifications

• Clear, human communication is required.
• Self-discipline to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance, acting as their trusted adviser.
• Engage in client-facing activities in a fully remote setup.
• Contribute to a portfolio of ongoing client engagements, not one-off calls.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

AO Garcia Agency is hiring a client-facing role in financial services. This position is fully remote with a home-office setup, offering mentorship and leaders who stay involved. You will enroll and support clients who request guidance, and you can build a schedule that fits real life while delivering meaningful work for families.

The role emphasizes benefits conversations over mere sales energy, with training and structured processes to help you succeed in a growing team.