Remote Client Services Specialist

AO Garcia Agency; Joliet (IL); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Work from home

Advancement based on performance

No cold calling

Qualified lead program

Industry leading tools

Job summary

AO Garcia Agency is seeking a motivated individual for a flexible, work-from-home role that supports families’ financial well-being. You will conduct virtual consultations, assess client needs, and build lasting relationships through regular check-ins, while handling administrative tasks as needed.

This role offers a flexible schedule, Zoom-based interviews, mentorship, and access to industry-leading tools.

Qualifications

• Virtual consultations with clients.
• Explain solutions to meet client needs.
• Build lasting client relationships through check-ins.
• Perform related administrative tasks (note taking, scheduling).

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and present suitable solutions.
• Nurture relationships with periodic follow-ups.
• Complete admin tasks as needed (notes, calendar).

Job description

AO Garcia Agency is seeking a motivated individual for a flexible, work-from-home role that supports families’ financial well-being. You will conduct virtual consultations, assess client needs, and build lasting relationships through regular check-ins, while handling administrative tasks as needed.

This role offers a flexible schedule, Zoom-based interviews, mentorship, and access to industry-leading tools.