Remote Membership Services Coordinator

AO Garcia Agency; Atlanta (GA); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, using a proven process and tools provided, all from a home office.

You’ll join a growing team with mentorship and a schedule you can tailor around real life. Expect to work with families, deliver clear and human communications, and participate in benefits conversations, not just sales activity.

Qualifications

• Clear, human communication is essential.
• Self-discipline with minimal oversight.
• Openness to a proven process is required.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present and explain financial services remotely to clients.
• Build relationships with families and provide ongoing support.

Skills

Clear communication

Self-discipline

Process openness

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"