Remote Client Success & Guidance Specialist

AO Garcia Agency; Lenexa (KS); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional in the financial services space who can guide families toward informed decisions. You will join a growing team, receive tools and mentorship, and be tasked with enrolling and supporting clients who request guidance.

You will work from home with web presentations, build a schedule around real life, and maintain a portfolio by delivering value over time rather than one-off calls.

Qualifications

• Clear, human communication skills.
• Discipline with minimal supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present financial services clearly in a remote setting.
• Participate in training and mentorship programs.
• Build a schedule around real life.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote professional in the financial services space who can guide families toward informed decisions. You will join a growing team, receive tools and mentorship, and be tasked with enrolling and supporting clients who request guidance.

You will work from home with web presentations, build a schedule around real life, and maintain a portfolio by delivering value over time rather than one-off calls.