Remote Client Success & Guidance Specialist

AO Garcia Agency; Harrisonburg (VA); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Mentorship and team support

Flexible scheduling

Remote work

Job summary

AO Garcia Agency is offering a fully remote client-facing role in financial services. You will be paired with a growing team, leveraging provided tools and mentorship to enroll and support clients seeking guidance. The position emphasizes meaningful work for families, with training and engaged leadership.

You can build a schedule that fits real life while serving a portfolio of clients. The role values clear, human communication, disciplined independence, openness to a proven process, and a

Qualifications

• Clear, human, effective communication with clients.
• Ability to work independently without direct supervision.
• Openness to following a proven, structured sales/consultative process.
• Interest in discussing benefits and solutions, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Collaborate with a growing team and mentors to deliver value.

Skills

Clear communication

Self-discipline

Process adherence

Benefits discussions

Job description

AO Garcia Agency is offering a fully remote client-facing role in financial services. You will be paired with a growing team, leveraging provided tools and mentorship to enroll and support clients seeking guidance. The position emphasizes meaningful work for families, with training and engaged leadership.

You can build a schedule that fits real life while serving a portfolio of clients. The role values clear, human communication, disciplined independence, openness to a proven process, and a