Remote Client Success & Retention Specialist

AO Garcia Agency; Lafayette (IN); Remote; USD 55,000 - 85,000; Full time

Job summary

AO Garcia Agency, a client-focused financial services firm, is seeking a remote team member to guide and support families with personalized guidance. This role emphasizes clear, human communication and the chance to work with a growing team using proven processes.

You’ll enroll and support clients who seek guidance, participate in training, and maintain ongoing relationships through web presentations and scheduled sessions, all while building a flexible day-to-day routine that fits real life.

Qualifications

• Clear and human communication
• Discipline without direct supervision
• Openness to a proven process
• Interest in benefits conversations, not just sales energy

Job description

AO Garcia Agency, a client-focused financial services firm, is seeking a remote team member to guide and support families with personalized guidance. This role emphasizes clear, human communication and the chance to work with a growing team using proven processes.

You’ll enroll and support clients who seek guidance, participate in training, and maintain ongoing relationships through web presentations and scheduled sessions, all while building a flexible day-to-day routine that fits real life.