Remote Client Relations Manager

AO Garcia Agency; Kailua (HI); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is hiring for a client-facing, fully remote role in financial services. You will be paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal includes a home office with web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life.

This role emphasizes clear communication, disciplined work, and a focus on benefits conversations.

Qualifications

• Clear, human communication.
• Self-discipline with minimal supervision.
• Interest in benefits conversations, not just sales energy.
• Openness to a proven process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and mentors.
• Deliver client-facing financial services guidance remotely.

Skills

Clear communication

Self-discipline

Client guidance

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”