Remote Client Success Associate — Guide & Grow

AO Garcia Agency; Overland Park (KS); Remote; USD 52,000 - 72,000; Full time

Job summary

AO Garcia Agency is seeking a remote, client-facing professional in financial services who can enroll and support clients seeking guidance. You will be paired with a growing team, receive tools and mentorship, and contribute to meaningful work for families.

Expect a schedule you can build around real life, with training and leaders who stay involved. This role emphasizes client education, benefits conversations, and a commitment to a proven process.

Qualifications

• Clear and human communication is essential.
• Ability to work without constant supervision.
• Open to following a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Present web-based information to clients.
• Engage in benefits conversations and explain options.
• Collaborate with a remote team and stay engaged with training.

Skills

Clear communication

Self-motivation

Client-focused

Disciplined autonomy

Job description

AO Garcia Agency is seeking a remote, client-facing professional in financial services who can enroll and support clients seeking guidance. You will be paired with a growing team, receive tools and mentorship, and contribute to meaningful work for families.

Expect a schedule you can build around real life, with training and leaders who stay involved. This role emphasizes client education, benefits conversations, and a commitment to a proven process.