Remote Client Services Specialist | Flexible Schedule & Growth

AO Garcia Agency; Sitka (AK); Remote; USD 36,000 - 64,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Remote work tools

Job summary

AO Garcia Agency is seeking a motivated individual for a remote role focused on securing families’ financial well-being. The position emphasizes virtual consultations, educating clients about solutions, and building lasting relationships through regular check-ins.

You will balance a flexible schedule with responsibilities like note-taking, appointment setting, and admin tasks, all supported by mentorship and leading tools. Interviews will be conducted via Zoom.

Qualifications

• Must be able to conduct virtual consultations with clients.
• Ability to assess client needs and explain suitable solutions.
• Maintain relationships with clients through regular check-ins.

Responsibilities

• Conduct virtual consultations with clients.
• Assess client needs and educate on available solutions.
• Build and nurture client relationships through ongoing communication.
• Handle related administrative tasks such as note-taking and scheduling.

Skills

Virtual consultations

Client needs assessment

Relationship building

Administrative tasks

Remote communication

Tools

CRM software

Video conferencing

Job description

AO Garcia Agency is seeking a motivated individual for a remote role focused on securing families’ financial well-being. The position emphasizes virtual consultations, educating clients about solutions, and building lasting relationships through regular check-ins.

You will balance a flexible schedule with responsibilities like note-taking, appointment setting, and admin tasks, all supported by mentorship and leading tools. Interviews will be conducted via Zoom.