Remote Finance: Client Success Manager in Training

AO Garcia Agency; Hartford (CT); Teletrabalho; USD 55 000 - 75 000; Tempo integral

Resumo da oferta

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, drawing on a structured process and mentorship from a growing team.

Expect to communicate clearly, manage conversations about benefits, and work independently with minimal supervision while delivering meaningful outcomes for families.

Qualificações

• 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”.

Responsabilidades

• You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.
• You will work remotely with clients in financial services, helping them understand benefits and options.

Conhecimentos

Clear and human communication

Self-discipline

Open to proven process

Benefits conversations interest

Descrição da oferta de emprego

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, drawing on a structured process and mentorship from a growing team.

Expect to communicate clearly, manage conversations about benefits, and work independently with minimal supervision while delivering meaningful outcomes for families.