Remote Member Account Specialist

AO Garcia Agency; Vestavia Hills (AL); Remote; USD 60,000 - 80,000; Full time

Job summary

AO Garcia Agency is hiring for a fully remote, client-facing role in the financial services space. You will be paired with a growing team, provided with tools and mentorship, and responsible for enrolling and supporting clients who request guidance.

The position emphasizes presenting solutions via web presentations, maintaining clear communication, and following a proven process while shaping benefits conversations within client engagements.

Qualifications

• Clear, human communication style.
• Self-discipline with minimal supervision.
• Willingness to follow a proven sales process.
• Interest in benefits conversations beyond generic energy.

Responsibilities

• Enroll and support clients who ask for guidance.
• Be paired with a growing team, with tools and mentorship.
• Deliver Web presentations from a home office.
• Maintain a flexible schedule that fits real life.

Skills

Clear communication

Self-discipline

Process-oriented

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"