Remote Team Lead - Client Services

AO Garcia Agency; Essex Junction (VT); Remote; USD 42,000 - 66,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You’ll enroll and support clients who seek guidance, using a proven process and friendly, clear communication.

You’ll work with a growing team, receive mentorship, and present information via web sessions that families can follow. In this role, you’ll build relationships, deliver value, and help clients understand benefits and options.

Qualifications

• Clear, human communication
• Ability to work with minimal supervision
• Willingness to follow a proven process
• Interest in discussing benefits, not just energy for sales

Responsibilities

• Enroll and support clients seeking guidance.
• Work with a growing team and receive mentorship.
• Deliver information to clients via web presentations.

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"