Remote Client Service Representative (Training Provided)

AO Garcia Agency; Greenville (SC); Remote; USD 50,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing remote professional in financial services who will enroll and support clients seeking guidance, with support from ongoing training and leadership.

Work from a home office with web presentations, focusing on families and benefits conversations within a proven process, and maintaining a schedule that blends with real life.

Qualifications

• Clear and human communication
• Self-discipline without a supervisor nearby
• Openness to a proven process
• Interest in benefits conversations, not just sales energy

Responsibilities

• Operate as a client-facing remote advisor in financial services
• Enroll and support clients who asked for guidance
• Participate in training and mentorship programs
• Utilize tools to present information through web presentations
• Maintain a schedule that fits real-life commitments and deadlines

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• 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”