Remote Client Success Representative

AO Garcia Agency; Joliet (IL); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Mentorship and training

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, using a proven process and your clear, human communication.

You will work with a growing team, receive mentorship, and build a schedule that fits real life, while managing ongoing client engagements and conversations about benefits.

Qualifications

• Clear, human communication is essential.
• Discipline to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits with clients.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”