Remote Client Services Representative | Flexible Schedule

AO Garcia Agency; Concord (NC); Hybrid; USD 60,000 - 80,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional to support families with guidance. This role emphasizes meaningful work delivered from a home office and requires clear, human communication.

You will enroll and support clients, lead web presentations, and benefit from training and leaders who stay involved, with a schedule you can build around real life.

Qualifications

• Clear, human communication is essential.
• Self-discipline without direct supervision.
• Openness to a proven process and structure.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Participate in web presentations for clients.
• Engage in training and collaborate with leaders for ongoing mentorship.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

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”