Remote Client Success Advisor Guidance & Benefits

AO Garcia Agency; Morristown (VT); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Mentorship

Client-focused training

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 tools and mentorship, and enroll and support clients who asked for guidance.

This role emphasizes clear, human communication, self-discipline, and adherence to a proven process. You will participate in benefits conversations and present information via web presentations. A schedule you can build around real life is offered.

Qualifications

• Clear and human communication in client interactions.
• Ability to work independently with self-discipline.
• Willingness to follow a proven sales/support process.
• Interest in discussing benefits with clients, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present information to clients via web presentations.
• Collaborate with a growing team and utilize provided tools.
• Follow structured processes to ensure consistency.

Skills

Clear communication

Self-discipline

Process adherence

Benefits 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 tools and mentorship, and enroll and support clients who asked for guidance.

This role emphasizes clear, human communication, self-discipline, and adherence to a proven process. You will participate in benefits conversations and present information via web presentations. A schedule you can build around real life is offered.