Remote Client Solutions Specialist

AO Garcia Agency; Aurora (IL); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and complete training

Work from home (web conference-based)”

Job summary

AO Garcia Agency is seeking a motivated professional for a flexible, work-from-home role focused on helping families secure financial well-being. You’ll conduct virtual consultations, assess needs, and build lasting client relationships while balancing personal and professional life.

Typical day includes client meetings via web conferences, administrative follow-ups, and leveraging leading tools and training provided.

Qualifications

• Experience conducting virtual consultations and advising clients.
• Ability to build and maintain long-term client relationships.
• Strong communication and active listening skills.

Responsibilities

• Conduct virtual consultations with clients to assess needs and present solutions.
• Assess clients' needs and provide knowledge on suitable financial options.
• Cultivate lasting client relationships through regular follow-ups and check-ins.
• Complete related administrative tasks (notes, scheduling, follow-ups) as needed.

Skills

Client communication

Virtual consultations

Relationship building

Adaptability

Job description

AO Garcia Agency is seeking a motivated professional for a flexible, work-from-home role focused on helping families secure financial well-being. You’ll conduct virtual consultations, assess needs, and build lasting client relationships while balancing personal and professional life.

Typical day includes client meetings via web conferences, administrative follow-ups, and leveraging leading tools and training provided.