Remote Client Success Advisor — Flexible Schedule

AO Garcia Agency; Elizabethtown (KY); Remote; USD 45,000 - 60,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive mentoring, and guide clients who seek clarity and support.

The position emphasizes training, flexible scheduling, and a portfolio of ongoing client relationships rather than one-off calls, enabling meaningful work for families and communities.

Qualifications

• Clear and human communication style is essential.
• Ability to work independently without direct supervision.
• Openness to following a proven process and guidelines.
• Interest in discussing benefits and value with clients, not just sales.

Responsibilities

• Enroll and support clients who seek guidance and clarity.
• Engage in client-facing interactions from a remote setup.
• Maintain ongoing relationships and provide tailored information.

Skills

Clear communication

Self-discipline

Process orientation

Benefit conversations

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive mentoring, and guide clients who seek clarity and support.

The position emphasizes training, flexible scheduling, and a portfolio of ongoing client relationships rather than one-off calls, enabling meaningful work for families and communities.