Remote Client Support Representative

AO Garcia Agency; Surprise (AZ); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing role in the financial services sector with a fully remote setup. You will enroll and support clients who asked for guidance, delivering web presentations and practical advice from home.

You'll be paired with a growing team, receive tools and mentorship, and enjoy a schedule you can build around real life while making a meaningful impact for families seeking financial guidance.

Qualifications

• Clear, human communication style.
• Self-discipline without on-site supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Deliver web presentations to clients.
• Collaborate with a growing team and mentors.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”