Remote Member Services Specialist

AO Garcia Agency; Pueblo (CO); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in the financial services sector. You will enroll and support clients who have requested guidance, presenting information via web sessions and maintaining a portfolio you continue to serve.

The position offers training, mentorship, and a schedule that fits real-life commitments, enabling you to contribute meaningfully to families and communities while working with a growing team.

Qualifications

• Clear and human communication.
• Self-motivation with discipline.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations to clients.
• Collaborate with a growing team and leadership.

Skills

Clear communication

Self-discipline

Process orientation

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"