Remote Client Success & Retention Advocate

AO Garcia Agency; Federal Way (WA); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional in the financial services space to enroll and support clients who seek guidance. You will be paired with a growing team, provided with tools and mentorship, and expected to deliver guidance and benefits conversations through a proven process.

The role emphasizes clear, human communication, independent discipline, and the ability to manage a flexible schedule while delivering meaningful, lasting client interactions across a

Qualifications

• Clear, human communication is essential.
• Self-discipline with no direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Deliver information through web presentations to clients.
• Collaborate with a growing team and leverage mentorship.
• Maintain a flexible schedule that suits real-life commitments.

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 to enroll and support clients who seek guidance. You will be paired with a growing team, provided with tools and mentorship, and expected to deliver guidance and benefits conversations through a proven process.

The role emphasizes clear, human communication, independent discipline, and the ability to manage a flexible schedule while delivering meaningful, lasting client interactions across a