Remote Member Services Specialist

AO Garcia Agency; Providence (RI); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Training and mentorship

Job summary

AO Garcia Agency in the United States is seeking a client-facing financial services professional for a fully remote role.

You will be paired with a growing team, provided with tools and mentorship, and empowered to enroll and support clients who ask for guidance.

This position emphasizes meaningful work for families and offers a schedule you can tailor to real life, with ongoing leadership involvement and a portfolio you keep serving.

Qualifications

• Excellent, clear, human communication
• Self-discipline with minimal supervision
• Willingness to follow a proven process
• Interest in benefits conversations, not just sales energy

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"