Work From Home - Part-Time Client Services Representative

AO Garcia Agency; Mableton (GA); Remote; USD 42,000 - 66,000; Full time

Job summary

AO Garcia Agency in the United States seeks a client-facing, fully remote role in financial services. You will enroll and support clients who request guidance, working with a growing team and mentors.

You will benefit from tools, mentorship, and a schedule you can build around real life, while delivering meaningful guidance to families through a proven process.

Qualifications

• 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'.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage with clients in a client-facing, remote setting.

Skills

Clear communication

Self-discipline

Process orientation

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"