Remote Member Services Specialist

AO Garcia Agency; Waukesha (WI); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a remote, client-facing role in financial services. You will enroll and support clients who asked for guidance, delivering web presentations and guidance with a schedule you can build around real life.

Join a growing team with tools and leaders who stay involved, focusing on meaningful work for families and a proven process that emphasizes benefits conversations alongside guidance.

Qualifications

• Clear, human, effective communication tailored to clients.
• Self-driven with minimal supervision and accountability.
• Willingness to follow a proven process and guidelines.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Deliver client-facing, virtual presentations and consultations.
• Build relationships with families through the process and cadence.
• Maintain consistency and follow the established sales/engagement framework.

Skills

Clear communication

Self-motivation

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”