Remote Client Services Specialist - Financial Guidance

AO Garcia Agency; Waukesha (WI); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a remote, client-facing role in financial services. You will enroll and support clients who asked for guidance, delivering web presentations and guidance with a schedule you can build around real life.

Join a growing team with tools and leaders who stay involved, focusing on meaningful work for families and a proven process that emphasizes benefits conversations alongside guidance.

Qualifications

• Clear, human, effective communication tailored to clients.
• Self-driven with minimal supervision and accountability.
• Willingness to follow a proven process and guidelines.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Deliver client-facing, virtual presentations and consultations.
• Build relationships with families through the process and cadence.
• Maintain consistency and follow the established sales/engagement framework.

Skills

Clear communication

Self-motivation

Process adherence

Benefits conversations

Job description

AO Garcia Agency is seeking a remote, client-facing role in financial services. You will enroll and support clients who asked for guidance, delivering web presentations and guidance with a schedule you can build around real life.

Join a growing team with tools and leaders who stay involved, focusing on meaningful work for families and a proven process that emphasizes benefits conversations alongside guidance.