Remote Client Success Manager — Financial Services

AO Garcia Agency; Kailua (HI); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is hiring for a client-facing, fully remote role in financial services. You will be paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal includes a home office with web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life.

This role emphasizes clear communication, disciplined work, and a focus on benefits conversations.

Qualifications

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

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and mentors.
• Deliver client-facing financial services guidance remotely.

Skills

Clear communication

Self-discipline

Client guidance

Job description

AO Garcia Agency is hiring for a client-facing, fully remote role in financial services. You will be paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal includes a home office with web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life.

This role emphasizes clear communication, disciplined work, and a focus on benefits conversations.