Remote Client Success Specialist | Flexible Schedule

AO Garcia Agency; Jackson (WY); Remote; USD 40,000 - 60,000; Full time

Job summary

AO Garcia Agency in the United States is seeking a client-facing professional for a fully remote financial services role. You will enroll and support clients who requested guidance, working with a growing team and receiving tools and mentorship to help you succeed.

You will engage in benefits conversations, follow a proven process, and provide meaningful guidance to families through scheduled work that fits real life.

Qualifications

• Excellent verbal and written communication.
• Ability to work without daily supervision.
• Willingness to follow a proven sales process.
• Interest in discussing benefits beyond basic sales energies.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present financial services to clients remotely in a client-facing capacity.
• Work with mentors and a growing team to deliver value.
• Build a schedule that fits real life while maintaining client focus.

Skills

Clear communication

Discipline

Adaptability

Process adherence

Benefits conversations

Job description

AO Garcia Agency in the United States is seeking a client-facing professional for a fully remote financial services role. You will enroll and support clients who requested guidance, working with a growing team and receiving tools and mentorship to help you succeed.

You will engage in benefits conversations, follow a proven process, and provide meaningful guidance to families through scheduled work that fits real life.