Virtual Client Services Associate

AO Garcia Agency; North Bennington (VT); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a remote, client-facing role within the financial services sector. You will join a growing team, receive tools and mentorship, and enroll and support clients seeking guidance.

The deal emphasizes a home office setup, web presentations, work that matters to families, ongoing training, engaged leaders, and a schedule you can build around real life. You will manage a portfolio of clients and deliver consistent value.

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”