Remote Client Relations Specialist (Financial Services)

Aogarciaagency; Lenexa (KS); Remote; USD 50,000 - 80,000; Full time

Job summary

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, be paired with a growing team, and receive tools and mentorship.

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

Qualifications

• 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”.

Responsibilities

• Enroll and support clients who request guidance.
• Collaborate with a growing team and mentors.
• Utilize provided tools to serve clients effectively.

Skills

Clear communication

Self-motivation

Process openness

Benefits conversations

Job description

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, be paired with a growing team, and receive tools and mentorship.

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