Remote Client Services Specialist

AO Garcia Agency; Minot (ND); Remote; USD 42,000 - 60,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

No cold calling

Qualified lead program

Advancement based on performance

Industry leading tools and technology

Work from home (web conference-based)

Job summary

AO Garcia Agency is seeking a motivated professional to join a flexible, remote role focused on helping families safeguard their financial future. The position offers virtual consultations, ongoing client education, and relationship-building through regular follow-ups.

You will balance personal and professional life with a home-based setup, while benefiting from mentorship, training, and access to industry-leading tools and technology. Interviews are conducted via Zoom.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through consistent, periodic check-ins.
• Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Job description

AO Garcia Agency is seeking a motivated professional to join a flexible, remote role focused on helping families safeguard their financial future. The position offers virtual consultations, ongoing client education, and relationship-building through regular follow-ups.

You will balance personal and professional life with a home-based setup, while benefiting from mentorship, training, and access to industry-leading tools and technology. Interviews are conducted via Zoom.