Remote Client Success Specialist

AO Garcia Agency; Norwalk (CT); Remote; USD 50,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional in the financial services sector. You will enroll and support clients who seek guidance, with a focus on helping families through web presentations and ongoing service.

You will join a growing team with tools and mentorship, working on real-life cases and building a portfolio of clients you keep serving, not just one-off calls. A schedule that accommodates real life is offered.

Qualifications

• Clear and human communication
• 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 asked for guidance.
• Present information to clients via web presentations.
• Collaborate with a growing team and benefit from mentorship.

Job description

AO Garcia Agency is seeking a client-facing, fully remote professional in the financial services sector. You will enroll and support clients who seek guidance, with a focus on helping families through web presentations and ongoing service.

You will join a growing team with tools and mentorship, working on real-life cases and building a portfolio of clients you keep serving, not just one-off calls. A schedule that accommodates real life is offered.