Remote Client Success Advocate — Financial Services

Aogarciaagency; Joliet (IL); Remote; USD 55,000 - 75,000; Full time

Job summary

Aogarciaagency in the United States offers a fully remote, client-facing role in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team, with tools and mentorship in place.

You'll engage in web presentations, work on meaningful projects for families, and enjoy a schedule you can build around real life while contributing to a portfolio you keep serving.

Qualifications

• Clear, human communication.
• Disciplined and self-directed work style.
• Willingness to follow a proven sales process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide training and mentorship with a growing team.
• Deliver remote, web-based presentations to clients.

Skills

Clear communication

Discipline

Openness to a proven process

Interest in benefits conversations

Job description

Aogarciaagency in the United States offers a fully remote, client-facing role in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team, with tools and mentorship in place.

You'll engage in web presentations, work on meaningful projects for families, and enjoy a schedule you can build around real life while contributing to a portfolio you keep serving.