Remote Coverage & Client Success Specialist

AO Garcia Agency; Ketchikan (AK); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Mentorship

Flexible schedule

Fully remote

Job summary

AO Garcia Agency seeks a remote, client-facing professional in financial services who can enroll and support families seeking guidance. You will work with a growing team, using available tools and mentorship to deliver meaningful help via web presentations.

You will experience a flexible schedule that fits real life, and you’ll participate in benefits conversations, not just hard sales, within a proven process and supportive leadership.

Qualifications

• Clear, human communication is essential.
• Ability to work unsupervised with self-discipline.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who have asked for guidance.
• Engage with clients in a client-facing financial services role.
• Deliver web presentations to clients.
• Maintain ongoing relationships and portfolio with a growth-oriented team.
• Collaborate with team and use provided tools and mentorship.

Skills

Communication

Discipline

Process adherence

Benefits conversation

Job description

AO Garcia Agency seeks a remote, client-facing professional in financial services who can enroll and support families seeking guidance. You will work with a growing team, using available tools and mentorship to deliver meaningful help via web presentations.

You will experience a flexible schedule that fits real life, and you’ll participate in benefits conversations, not just hard sales, within a proven process and supportive leadership.