Remote Member Experience Specialist

AO Garcia Agency; Kent (WA); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Job summary

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

This role emphasizes meaningful work for families, with training and leaders who stay involved, and a schedule you can build around real life. You’ll manage a portfolio of clients and contribute to long-term client engagement.

Qualifications

• Clear, human communication tailored to client needs.
• Discipline and the ability to work without direct supervision.
• Openness to a proven sales/engagement process.
• Interest in discussing benefits, not just “sales energy”.

Responsibilities

• Enroll and support clients who asked for guidance.
• Maintain client relationships in a fully remote, client-facing role.

Skills

Clear communication

Self-discipline

Process adoption

Benefits conversations

Job description

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

This role emphasizes meaningful work for families, with training and leaders who stay involved, and a schedule you can build around real life. You’ll manage a portfolio of clients and contribute to long-term client engagement.