Work From Home - Client Services Representative

AO Garcia Agency; Stamford (CT); Remote; USD 40,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a frontline associate for a fully remote role in financial services. You will enroll and support clients seeking guidance, leveraging tools and mentors to deliver value in benefits conversations.

Join a growing team that emphasizes training and leaders who stay involved, with a schedule you can build around real life, and a portfolio you keep serving beyond one-off calls.

Qualifications

• Clear and human communication
• Self-discipline without a supervisor
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a mentorship-driven process to guide client benefits conversations.

Skills

Clear communication

Self-motivation

Client-focused

Account handling

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"