Remote Member Care Specialist

AO Garcia Agency; Broken Arrow (OK); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Home office setup

Mentorship and growth

Job summary

AO Garcia Agency is seeking a client-facing financial services professional for a fully remote, growth-oriented role. You will enroll and support clients who seek guidance, leveraging tools and mentorship from a growing team to help families make informed financial decisions.

You will work with a schedule that fits real life, focusing on meaningful, long-term client relationships and recurring portfolio support rather than one-off calls.

Qualifications

• Clear and human communication.
• 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.
• Provide client-focused financial services with a remote team and mentorship.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing financial services professional for a fully remote, growth-oriented role. You will enroll and support clients who seek guidance, leveraging tools and mentorship from a growing team to help families make informed financial decisions.

You will work with a schedule that fits real life, focusing on meaningful, long-term client relationships and recurring portfolio support rather than one-off calls.