Remote Client Success Advocate - Financial Services

AO Garcia Agency; Surprise (AZ); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing role in the financial services sector with a fully remote setup. You will enroll and support clients who asked for guidance, delivering web presentations and practical advice from home.

You'll be paired with a growing team, receive tools and mentorship, and enjoy a schedule you can build around real life while making a meaningful impact for families seeking financial guidance.

Qualifications

• Clear, human communication style.
• Self-discipline without on-site supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Deliver web presentations to clients.
• Collaborate with a growing team and mentors.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing role in the financial services sector with a fully remote setup. You will enroll and support clients who asked for guidance, delivering web presentations and practical advice from home.

You'll be paired with a growing team, receive tools and mentorship, and enjoy a schedule you can build around real life while making a meaningful impact for families seeking financial guidance.