Remote Member Services Specialist

AO Garcia Agency; Lenexa (KS); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional in the financial services space who can guide families toward informed decisions. You will join a growing team, receive tools and mentorship, and be tasked with enrolling and supporting clients who request guidance.

You will work from home with web presentations, build a schedule around real life, and maintain a portfolio by delivering value over time rather than one-off calls.

Qualifications

• Clear, human communication skills.
• Discipline with minimal supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present financial services clearly in a remote setting.
• Participate in training and mentorship programs.
• Build a schedule around real life.

Skills

Clear communication

Self-discipline

Process adherence

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”