Remote Client Success Advisor

AO Garcia Agency; Meriden (CT); A distancia; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

AO Garcia Agency is seeking a client-facing teammate for a fully remote role in financial services. You will enroll and support clients who asked for guidance, using available tools and mentorship.

You'll be paired with a growing team, receive ongoing training, and work in a schedule you can build around real life. The role focuses on meaningful work for families and flexible learning opportunities.

Formación

• Clear and human communication is required.
• Self-discipline with no supervisor in the hallway is expected.
• Open to a proven process and structured approach.
• Interest in benefits conversations, not just sales energy.

Responsabilidades

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and utilize provided tools and mentorship.
• Provide client-facing service remotely within financial services.

Conocimientos

Clear communication

Self-motivation

Process oriented

Benefits conversations

Descripción del empleo

AO Garcia Agency is seeking a client-facing teammate for a fully remote role in financial services. You will enroll and support clients who asked for guidance, using available tools and mentorship.

You'll be paired with a growing team, receive ongoing training, and work in a schedule you can build around real life. The role focuses on meaningful work for families and flexible learning opportunities.