Remote Client Relations Specialist — Flexible Schedule

Aogarciaagency; Coventry (RI); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Home office

Web presentations

Flexible schedule

Mentorship program

Career development

Job summary

Aogarciaagency in the United States offers a client-facing, fully remote role in financial services. You will enroll and support clients seeking guidance, paired with a growing team, with tools and mentorship to succeed.

This position features home-office work, web presentations, and a schedule you can build around real life. You will work on meaningful conversations about benefits and financial planning, while maintaining a portfolio you keep serving.

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 asked for guidance
• Work with a growing team, using tools and mentorship provided
• Deliver client-facing services remotely with web presentations

Job description

Aogarciaagency in the United States offers a client-facing, fully remote role in financial services. You will enroll and support clients seeking guidance, paired with a growing team, with tools and mentorship to succeed.

This position features home-office work, web presentations, and a schedule you can build around real life. You will work on meaningful conversations about benefits and financial planning, while maintaining a portfolio you keep serving.