Remote Client Success & Enrollment Specialist
AO Garcia Agency
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Job summary
AO Garcia Agency is seeking a client-facing, fully remote role in the financial services space. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who asked for guidance.
This position offers the chance to work from home with a schedule you can build around real life while delivering meaningful help to families relying on financial guidance and benefits conversations beyond simple sales activity.
Responsibilities
- Enroll and support clients who asked for guidance.
Job description
AO Garcia Agency is seeking a client-facing, fully remote role in the financial services space. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who asked for guidance.
This position offers the chance to work from home with a schedule you can build around real life while delivering meaningful help to families relying on financial guidance and benefits conversations beyond simple sales activity.
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