Remote Client Solutions Specialist

AO Garcia Agency; Dover (NH); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office

Web presentations

Mentorship and training

Flexible scheduling

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who seek guidance, paired with a growing team, and provided tools and mentorship.

The deal includes a home office setup, web presentations, and a schedule you can adapt to real life, with continued opportunities to serve a portfolio of clients rather than one-off calls.

Qualifications

• 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”

Responsibilities

• Enroll and support clients who asked for guidance.
• Present information remotely to clients via online sessions.
• Work independently using a proven process while staying engaged with the team.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who seek guidance, paired with a growing team, and provided tools and mentorship.

The deal includes a home office setup, web presentations, and a schedule you can adapt to real life, with continued opportunities to serve a portfolio of clients rather than one-off calls.