Remote Client Relationship Specialist | Flexible Hours

AO Garcia Agency; Camden (DE); Remote; USD 52,000 - 76,000; Full time

Job summary

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

You will work with families in a scheduling-friendly setup, with training and leaders who stay involved, and maintain a portfolio you continue serving over time.

Qualifications

• Clear and human communication
• Disciplined, able to work without direct supervision
• Willingness to follow a proven process
• Interest in discussing benefits, not just sales energy

Responsibilities

• Enroll and support clients who asked for guidance
• Engage with clients in a client-facing, fully remote environment
• Operate within a structured process to drive outcomes

Skills

Clear communication

Independent work

Process orientation

Benefits conversations

Job description

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

You will work with families in a scheduling-friendly setup, with training and leaders who stay involved, and maintain a portfolio you continue serving over time.