Virtual Client Services Associate

AO Garcia Agency; Tucson (AZ); À distance; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Fully remote

Mentorship

Flexible schedule

Serve families

Résumé du poste

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship provided.

You’ll deliver home-office web presentations, work on meaningful tasks for families, and enjoy a schedule you can build around real life while staying connected to a supportive leadership group.

Qualifications

• Clear and human communication with clients.
• Ability to work independently without direct supervision.
• Willingness to follow a proven sales/engagement process.
• Interest in discussing benefits, not just selling products.

Responsabilités

• Enroll and support clients who seek guidance.
• Collaborate with a growing team and participate in mentoring.
• Deliver web presentations from a home office.
• Maintain a schedule that fits real-life commitments.

Connaissances

Clear communication

Self-discipline

Process adherence

Benefits conversations

Description du poste

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"