Remote Client Services Specialist | Flexible & Growth

Aogarciaagency; San Antonio (TX); Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Work from home (web conference-based)

Job summary

Aogarciaagency in the United States (Texas) seeks motivated individuals for a remote role focused on helping families secure financial well-being through virtual consultations. You will assess client needs, share solutions, and build lasting relationships while balancing flexibility and growth.

Benefits include a flexible schedule, work from home with Zoom interviews, ongoing training, and access to industry-leading tools. No cold calling; advancement based on performance.

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

Aogarciaagency in the United States (Texas) seeks motivated individuals for a remote role focused on helping families secure financial well-being through virtual consultations. You will assess client needs, share solutions, and build lasting relationships while balancing flexibility and growth.

Benefits include a flexible schedule, work from home with Zoom interviews, ongoing training, and access to industry-leading tools. No cold calling; advancement based on performance.