Remote Client Success & Relations Specialist | Flexible Schedule

Aogarciaagency; Lakeville (MN); Remote; USD 55,000 - 75,000; Full time

Job summary

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, using web presentations and a proven process.

You will work with a growing team and receive mentorship while building a schedule that fits real life. Expect to engage in benefits conversations and provide clear, human guidance rather than pushy sales energy.

Qualifications

• Clear and human communication is expected.
• Self-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.
• Deliver guidance through virtual/web presentations.
• Work remotely with a growing team and mentors.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, using web presentations and a proven process.

You will work with a growing team and receive mentorship while building a schedule that fits real life. Expect to engage in benefits conversations and provide clear, human guidance rather than pushy sales energy.