Remote Client Onboarding & Success Specialist

AO Garcia Agency; College Park (MD); Remoto; USD 60.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Mentorship program

Flexible schedule

Fully remote work

Descrizione del lavoro

AO Garcia Agency is seeking a client-focused professional to support families through a fully remote role in financial services. You will enroll clients seeking guidance, deliver clear information, and work with a supportive team that provides mentorship and tools to succeed.

Expect a flexible schedule and opportunities to build lasting client relationships as part of a purpose-driven portfolio, not just one-off calls. Training will be provided, and leadership remains engaged to help you grow.

Competenze

• Clear, human communication style.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales.

Mansioni

• Enroll and support clients seeking guidance.
• Engage with clients remotely to deliver value.
• Collaborate with a growing team and mentors.

Conoscenze

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Client-facing

Descrizione del lavoro

AO Garcia Agency is seeking a client-focused professional to support families through a fully remote role in financial services. You will enroll clients seeking guidance, deliver clear information, and work with a supportive team that provides mentorship and tools to succeed.

Expect a flexible schedule and opportunities to build lasting client relationships as part of a purpose-driven portfolio, not just one-off calls. Training will be provided, and leadership remains engaged to help you grow.