Remote Client Success Manager - Financial Services

AO Garcia Agency; Dothan (AL); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Mentorship and training

Flexible schedule

Leads and resources

Job summary

AO Garcia Agency is seeking a client-facing, fully remote specialist in financial services. You will enroll and support clients who request guidance, working with a growing team and mentors.

You'll deliver web presentations from a home office, manage a schedule that fits real life, and serve a portfolio of clients rather than one-off calls. Training and leaders stay involved to help you succeed.

Qualifications

• Clear, human communication.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations from a home office.
• Build relationships with families through ongoing guidance.
• Manage a portfolio of clients with long-term engagement.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote specialist in financial services. You will enroll and support clients who request guidance, working with a growing team and mentors.

You'll deliver web presentations from a home office, manage a schedule that fits real life, and serve a portfolio of clients rather than one-off calls. Training and leaders stay involved to help you succeed.