Remote Client Support & Guidance Specialist

AO Garcia Agency; Gary (IN); Remote; USD 55,000 - 75,000; Full time

Job summary

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

Expect a schedule you can build around real life, training, and leaders who stay involved as you help families understand benefits and solutions. This role emphasizes communication and process adherence.

Qualifications

• Clear, human communication style.
• Ability to work independently without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations as part of sales.

Responsibilities

• Enroll and support clients seeking guidance.
• Engage with clients in a client-facing, remote setting.
• Participate in benefits conversations.

Skills

Client-facing

Self-discipline

Process-oriented

Communication

Job description

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

Expect a schedule you can build around real life, training, and leaders who stay involved as you help families understand benefits and solutions. This role emphasizes communication and process adherence.