Remote Client Service Advisor: Mentored & Flexible Schedule

AO Garcia Agency; South Jordan (UT); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Flexible schedule

Job summary

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

The deal includes home office web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life. You’ll also maintain a portfolio of clients you keep serving, not just a stack of one-off calls.

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 and mentors providing tools and direction.
• Engage clients via home-office web presentations and ongoing support.
• Maintain a portfolio of clients you keep serving, not just one-off calls.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

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

The deal includes home office web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life. You’ll also maintain a portfolio of clients you keep serving, not just a stack of one-off calls.