Remote Client Services Specialist

AO Garcia Agency; Canton (OH); Remote; USD 42,000 - 64,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role within the financial services sector. You will enroll and support clients who request guidance, delivering web presentations and collaborating with a growing team that provides tools and mentorship.

The role emphasizes building meaningful client relationships, following a proven process, and maintaining a flexible schedule that fits real-life commitments.

Qualifications

• Clear and human communication is essential.
• Demonstrated self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales.

Responsibilities

• Enroll and support clients who seek guidance.
• Deliver client-facing webinars or web presentations.
• Collaborate with a growing team and use provided tools.
• Balance work schedule with real-life commitments.

Skills

Clear communication

Self-motivation

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”