Remote Client Solutions Specialist

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

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.