Remote Client Solutions Representative

AO Garcia Agency; Newark (DE); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Fully remote work

Home office setup

Mentorship and training

Flexible scheduling

Job summary

AO Garcia Agency is seeking a client-facing enrollment and support specialist for a fully remote role in financial services. You will enroll and assist clients who asked for guidance, using the tools and mentorship provided by a growing team.

You’ll participate in web presentations from your home office, with a schedule you can build around real life, and you’ll work on a portfolio of clients rather than a stack of one-off calls.

A proven process and clear, human communication are valued.

Qualifications

• Clear and human communication is required.
• Ability to work without direct supervision.
• Interest in benefits conversations, not just sales energy.
• Open to following a proven process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, with tools and mentorship.

Skills

Client communication

Independent work

Process adherence

Benefits conversations

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”