Remote Client Services Specialist - Financial Guidance

AO Garcia Agency; Fort Wayne (IN); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Mentorship

Tools and resources

Job summary

AO Garcia Agency in the United States is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and help enroll and support clients who asked for guidance.

This position emphasizes clear, human communication, disciplined self-management, and openness to a proven process. You will participate in benefits conversations and build lasting client relationships while working from home with a flexible

Qualifications

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

Responsibilities

• Enroll and support clients who asked for guidance.
• Communicate clearly and compassionately with clients.

Skills

Communication

Client-facing

Remote work

Discipline

Job description

AO Garcia Agency in the United States is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and help enroll and support clients who asked for guidance.

This position emphasizes clear, human communication, disciplined self-management, and openness to a proven process. You will participate in benefits conversations and build lasting client relationships while working from home with a flexible