Remote Client Relations Specialist for Financial Services

Aogarciaagency; Waukesha (WI); Remote; USD 60,000 - 90,000; Full time

Job summary

Aogarciaagency is seeking a remote, client-facing role in the U.S. financial services space. You will be paired with a growing team, given tools and mentorship, and you will enroll and support clients who asked for guidance.

The deal includes home-office setup, web presentations, work that matters to families, and a schedule you can build around real life. Training and leaders stay involved to help you succeed.

Qualifications

• Clear and human communication is required.
• Discipline to work without a supervising presence.
• 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 provided tools and mentorship.
• Deliver presentations and discussions via web-based means.

Skills

Clear communication

Self-motivation

Independent work

Benefits conversations

Job description

Aogarciaagency is seeking a remote, client-facing role in the U.S. financial services space. You will be paired with a growing team, given tools and mentorship, and you will enroll and support clients who asked for guidance.

The deal includes home-office setup, web presentations, work that matters to families, and a schedule you can build around real life. Training and leaders stay involved to help you succeed.