Remote Client Services Specialist - Flexible Growth

AO Garcia Agency; Kenner (LA); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Weekly pay

Mentorship and training

Industry leading tools

Job summary

AO Garcia Agency in the United States is seeking a motivated professional for a remote, flexible role focused on helping families secure financial well-being through virtual consultations and ongoing client care.

You will conduct virtual consultations, assess client needs, and maintain relationships with periodic check-ins, with weekly pay and mentorship plus access to industry tools.

Qualifications

• Passionate, motivated, dependable and adaptable traits preferred.
• Willingness to learn and be trained for the role.

Responsibilities

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

Job description

AO Garcia Agency in the United States is seeking a motivated professional for a remote, flexible role focused on helping families secure financial well-being through virtual consultations and ongoing client care.

You will conduct virtual consultations, assess client needs, and maintain relationships with periodic check-ins, with weekly pay and mentorship plus access to industry tools.