Work From Home - Client Care Manager

AO Garcia Agency; Harrisburg (SD); À distance; USD 60 000 - 80 000; Plein temps

Avantages offerts par ce poste

Home office setup

Web presentations

Flexible schedule

Ongoing training

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, and you will deliver web presentations to groups of clients. You will work with training and leaders who stay involved and can build a schedule around real life.

Join a team that values a proven process and focuses on benefits conversations, not just sales energy, while maintaining focus on client outcomes and clear communication.

Qualifications

• Clear, human communication style.
• Ability to work autonomously without direct supervision.
• Willingness to follow a structured engagement process.
• Interest in financial services is a plus.

Responsabilités

• Enroll and support clients who asked for guidance.
• Deliver web presentations to client groups.
• Follow a proven process for client engagement.

Connaissances

Clear communication

Self-discipline

Process orientation

Benefits discussions

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

• Home office. Web presentations.
• Work that matters to families.
• Training and leaders who stay involved.
• A schedule you can build around real life.
• 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”