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100% Remote Client Relations Specialist

AO Garcia Agency Waukesha, United States
Remote work

Publication date: 07/11/2026

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.

Responsibilities

Enroll and support clients who asked for guidance; Serve a portfolio of clients over time, 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"

Benefits

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
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