Remote Client Services Specialist for Growth & Mentorship

AO Garcia Agency; Hilo (HI); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Industry leading tools and technology

Job summary

AO Garcia Agency is seeking a motivated professional to join our remote team. The role focuses on guiding families toward suitable financial solutions through virtual consultations and ongoing client support.

A flexible schedule and work-from-home setup help balance personal and professional life while advancing your career. You will assess client needs, convey knowledge about available options, and maintain relationships with regular check-ins.

Qualifications

• Proactive communication skills and ability to work independently in a remote setting.
• Comfort with virtual meetings and digital collaboration tools.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and explain suitable solutions.
• Cultivate lasting client relationships through regular check-ins.
• Complete related administrative tasks such as note taking and appointment setting.

Skills

Excellent communication

Remote work proficiency

Job description

AO Garcia Agency is seeking a motivated professional to join our remote team. The role focuses on guiding families toward suitable financial solutions through virtual consultations and ongoing client support.

A flexible schedule and work-from-home setup help balance personal and professional life while advancing your career. You will assess client needs, convey knowledge about available options, and maintain relationships with regular check-ins.