Remote Financial Services Team Lead – Client Success

AO Garcia Agency; Durham (NC); À distance; USD 55 000 - 75 000; Plein temps

Résumé du poste

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

This position emphasizes clear communication, self-discipline, and openness to a proven process, with a schedule that fits real life and compliments a balanced lifestyle.

Qualifications

• Clear, human, client-facing communication.
• Self-discipline and ability to work without direct supervision.
• Willingness to follow a proven process and guidelines.
• Interest in discussing benefits, not just sales energy.

Responsabilités

• Enroll and support clients who request guidance.
• Collaborate with a growing team and utilize provided tools under mentorship.
• Deliver web-based presentations and follow-up with clients as needed.

Connaissances

Clear communication

Self-discipline

Openness to process

Benefits conversations

Description du poste

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

This position emphasizes clear communication, self-discipline, and openness to a proven process, with a schedule that fits real life and compliments a balanced lifestyle.