Remote Member Account Specialist

AO Garcia Agency; Kapolei (HI); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency in the United States offers a fully remote client-facing role within financial services. You will partner with a growing team, receive tools and mentorship, and enroll and support clients who seek guidance.

The role emphasizes work that matters to families, with training and leaders who stay involved, and a schedule you can build around real life. You’ll maintain a portfolio of clients you serve, not just a stack of one-off calls.

Qualifications

• Clear, human communication in client interactions.
• Ability to work without direct supervisor oversight.
• Willingness to follow a proven sales/support process.
• Interest in discussing benefits, not just selling.

Skills

Clear communication

Self-discipline

Process openness

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”