Remote Client Services Specialist: Growth & Mentorship

Aogarciaagency; Winston-Salem (NC); Remote; USD 2,048,000 - 2,730,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Advancement based on performance

Work from home

Industry leading tools and tech access

Job summary

Aogarciaagency is seeking a motivated, remote-friendly professional to help families improve their financial well-being. The role emphasizes flexible scheduling, virtual consultations with clients, and building trusted relationships through regular check-ins.

You will receive mentorship and complete training, weekly pay, advancement based on performance, and access to industry-leading tools and technology. Interviews are conducted via Zoom.

Qualifications

• Strong communication and interpersonal skills.
• Ability to build and maintain client relationships.
• Comfortable with remote work and flexible scheduling.

Responsibilities

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

Skills

Communication

Client relationships

Remote work

Time management

Tools

CRM software

Video conferencing

Job description

Aogarciaagency is seeking a motivated, remote-friendly professional to help families improve their financial well-being. The role emphasizes flexible scheduling, virtual consultations with clients, and building trusted relationships through regular check-ins.

You will receive mentorship and complete training, weekly pay, advancement based on performance, and access to industry-leading tools and technology. Interviews are conducted via Zoom.