Remote Team Lead - Client Services

AO Garcia Agency; Saint Paul (MN); Remote; USD 52,000 - 78,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Job summary

AO Garcia Agency is seeking a client-facing, fully remote team member to guide families through financial services and benefits discussions. You will enroll and support clients who request guidance, drawing on a proven process and a responsive team structure.

This role emphasizes clear, human communication, self-discipline, and the ability to build relationships without constant supervision, with training and leadership staying involved to help you grow.

Qualifications

• Clear and human communication is required.
• Ability to work with minimal supervision and discipline.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Guide families through financial services offerings.
• Enroll and support clients who request guidance.
• Collaborate with a growing team and training leaders to stay engaged.

Skills

Client communication

Self-discipline

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”