Remote Client Relations Specialist (Financial Services)

AO Garcia Agency; Charlotte (NC); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing advisor for a fully remote role in the financial services space. You will be paired with a growing team, receive tools and mentorship, and help enroll and support clients who seek guidance.

You will engage clients through web presentations and build a schedule that fits real life, while delivering meaningful work that impacts families and their finances.

Qualifications

• Clear, human communication
• Ability to work without constant supervision
• Willingness to follow a proven process
• Interest in discussing benefits, not just sales energy

Responsibilities

• Support and enroll clients as part of a growing team
• Deliver guidance to clients through remote interactions
• Maintain a portfolio of clients and ongoing follow-up

Skills

Clear communication

Independence

Process adherence

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing advisor for a fully remote role in the financial services space. You will be paired with a growing team, receive tools and mentorship, and help enroll and support clients who seek guidance.

You will engage clients through web presentations and build a schedule that fits real life, while delivering meaningful work that impacts families and their finances.