Remote Member Care Specialist — Financial Services

Aogarciaagency; Provo (UT); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote work

Mentorship

Job summary

Aogarciaagency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, with mentors and tools provided. You can build a schedule around real life, and you’ll work with a team that stays involved.

The role emphasizes training, families, and making meaningful, impactful conversations about benefits, not just sales energy. You’ll manage a portfolio of clients and deliver value in a remote setting.

Qualifications

• Clear and human communication
• Self-motivation without a supervisor
• Willingness to follow a proven process
• Interest in benefits conversations, not just sales energy

Responsibilities

• Enroll and support clients who asked for guidance
• Engage with families via web presentations
• Follow a proven process to guide client discussions
• Maintain a portfolio of clients and ongoing relationships

Skills

Communication

Self-motivation

Process adherence

Benefits conversations

Job description

Aogarciaagency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, with mentors and tools provided. You can build a schedule around real life, and you’ll work with a team that stays involved.

The role emphasizes training, families, and making meaningful, impactful conversations about benefits, not just sales energy. You’ll manage a portfolio of clients and deliver value in a remote setting.