Remote Client Services Lead - Financial Guidance

AO Garcia Agency; Essex Junction (VT); Remote; USD 42,000 - 66,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You’ll enroll and support clients who seek guidance, using a proven process and friendly, clear communication.

You’ll work with a growing team, receive mentorship, and present information via web sessions that families can follow. In this role, you’ll build relationships, deliver value, and help clients understand benefits and options.

Qualifications

• Clear, human communication
• Ability to work with minimal supervision
• Willingness to follow a proven process
• Interest in discussing benefits, not just energy for sales

Responsibilities

• Enroll and support clients seeking guidance.
• Work with a growing team and receive mentorship.
• Deliver information to clients via web presentations.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You’ll enroll and support clients who seek guidance, using a proven process and friendly, clear communication.

You’ll work with a growing team, receive mentorship, and present information via web sessions that families can follow. In this role, you’ll build relationships, deliver value, and help clients understand benefits and options.