Remote Client Success Specialist

AO Garcia Agency; Pawtucket (RI); Remote; USD 42,000 - 66,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, given tools and mentorship, and you will enroll and support clients who asked for guidance.

The deal includes a home office, engaging web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life. You’ll manage a portfolio you keep serving, not a stack of one-off calls.

Qualifications

• Clear, human communication is essential.
• Ability to work without constant supervision.
• Wamiliarity with a proven process and consent to follow it.
• Interest in benefits conversations, not just sales energy.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, given tools and mentorship, and you will enroll and support clients who asked for guidance.

The deal includes a home office, engaging web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life. You’ll manage a portfolio you keep serving, not a stack of one-off calls.