Remote Client Intake Specialist

AO Garcia Agency; Gresham (OR); Remote; USD 50,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional in financial services who can enroll and support clients who asked for guidance, delivering clear, empathetic guidance remotely from home.

You will join a growing team, receive tools and mentorship, and help families navigate important financial decisions. The role emphasizes real-life schedules, meaningful work, and a portfolio of lasting client relationships.

Qualifications

• Clear and human communication.
• Self-discipline without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not only sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team with tools and mentorship.

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”