Remote Client Relations Specialist — Financial Services

AO Garcia Agency; Hilo (HI); Remote; USD 50,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance and help families plan their financial futures.

You will join a growing team, receive training and mentorship, and work with leaders who stay involved. You can build a schedule that fits real life while delivering ongoing value to clients and their portfolios.

Qualifications

• Must communicate clearly and humanly.
• Able to work independently using a proven process.
• Interested in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Conduct web presentations to clients.
• Maintain ongoing client portfolios through proactive service.

Skills

Clear communication

Self-motivation

Remote work discipline

Tools

CRM systems

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance and help families plan their financial futures.

You will join a growing team, receive training and mentorship, and work with leaders who stay involved. You can build a schedule that fits real life while delivering ongoing value to clients and their portfolios.