Virtual Client Services Associate

AO Garcia Agency; Tulsa (OK); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a remote client-facing role in financial services. You will be paired with a growing team, receive mentorship, and guide clients who seek advice. The deal emphasizes home-office setup, web presentations, meaningful work for families, and a schedule that fits real life.

Training and involved leaders, plus ongoing support, are highlighted as part of the role. You will serve a portfolio of clients with a structured process and flexible time commitment.

Qualifications

• Clear, human communication style is essential.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just “sales energy.”

Responsibilities

• Enroll and support clients who asked for guidance.

Skills

Clear 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"