Remote Financial Services Growth & Client Partner

AO Garcia Agency; Lubbock (TX); Remote; USD 50,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote position in the financial services sector. You will enroll and support clients who asked for guidance, working with a growing team, with mentorship and tools provided.

The role emphasizes communication that is clear and human, and a schedule you can build around real life. Training and leaders stay involved, and the portfolio you keep serving remains meaningful to families, rather than a stack of one-off calls.

Qualifications

• Clear and human communication required.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just “sales energy”.

Skills

Clear communication

Self-motivation

Process orientation

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote position in the financial services sector. You will enroll and support clients who asked for guidance, working with a growing team, with mentorship and tools provided.

The role emphasizes communication that is clear and human, and a schedule you can build around real life. Training and leaders stay involved, and the portfolio you keep serving remains meaningful to families, rather than a stack of one-off calls.