Remote Member Account Specialist

AO Garcia Agency; Eagle Mountain (UT); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in the financial services sector. You will enroll and support clients who seek guidance, leveraging tools and mentorship provided to deliver clear, empathetic support.

The position emphasizes real-life scheduling and meaningful work impacting families. You will work with a growing team and benefit from structured onboarding and ongoing coaching to ensure client success and retention.

Qualifications

• Clear, human communication is essential.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team with mentorship and tools.

Skills

Clear communication

Self-discipline

Proven process

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”