Remote Client Solutions Representative

AO Garcia Agency; East Orange (NJ); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who ask for guidance, using a proven process and tools provided through mentorship and training.

You will help families build value through benefits conversations, while maintaining a schedule you can build around real life. This role emphasizes clear, human communication and disciplined work without constant oversight, with ongoing training and leadership involvement.

Qualifications

• Clear, human communication is essential.
• Self-discipline with minimal supervision.
• Open to following a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage with clients in a client-facing, remote environment.
• Follow the mentorship-driven training and use provided tools.

Skills

Clear communication

Self-discipline

Process openness

Benefits conversation

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"