Remote Client Success Advocate

AO Garcia Agency; Saint Paul (MN); Remote; USD 55,000 - 75,000; Full time

Job summary

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

The deal includes a home office, web presentations, work that matters to families, ongoing training, and a schedule you can build around real life, plus a portfolio you keep serving rather than a stack of one-off calls.

Qualifications

• Clear and human communication.
• Self-discipline with minimal supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Participate in web presentations and client education.

Skills

Clear communication

Self-discipline

Open to process

Benefits conversations

Job description

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

The deal includes a home office, web presentations, work that matters to families, ongoing training, and a schedule you can build around real life, plus a portfolio you keep serving rather than a stack of one-off calls.