Remote Client Success Supervisor — Financial Services

AO Garcia Agency; Evanston (IL); Remote; USD 45,000 - 60,000; Full time

Job summary

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

The deal includes a home office, web presentations, work that matters to families, training from involved leaders, a flexible schedule, and a lasting client portfolio instead of one-off calls.

Qualifications

• Clear and human communication.
• Ability to work without direct supervision.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations and client-facing sessions.
• Collaborate with a growing team and mentors to ensure client success.

Skills

Clear communication

Job description

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

The deal includes a home office, web presentations, work that matters to families, training from involved leaders, a flexible schedule, and a lasting client portfolio instead of one-off calls.