Client Needs Specialist - Work From Home
AO Garcia Agency
Stop hunting strangers. Start talking to people who already raised a hand.
Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.
Why this is different
1. The work has a point — families protecting income and future.
2. Home base. No office required.
3. You are trained before you are expected to perform.
4. Your pipeline is warm leads.
5. High performers get a leadership track.
We hire for
• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client
Apply now. Zoom interview.
\n\n- ...options. Flexible hours. Mentorship. Clear expectations. Offer 1. Purpose with a process — not vague “help people.” 2. Work from home. 3. A growth path if the numbers and the attitude are there. 4. Coaching instead of sink-or-swim. 5. Honest conversations...Work from homeFull timeRemote workFlexible hours
- ...upside — not another dead-end job. This seat works warm leads. You talk with people who... ...Explain benefit options simply • Help clients enroll when it is a fit • Keep a clean... ...comfortable on camera. Skip this if you need constant supervision or hate talking to clients...Work from homeFull timeRemote work
- Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. Included • Web-conference meetings from home • Full-time or part-time options • No cold calling • Written training plus live coaching • Advancement for people who...Work from homeFull timePart timeRemote work
- ...Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship,... ...clients who asked for guidance. The deal 1. Home office. Web presentations. 2. Work that matters to families. 3. Training and leaders...Work from homeFull timeRemote workHome office
- ...while you ramp. Why this is different 1. The work has a point — families protecting income and future. 2. Home base. No office required. 3. You are trained... ...video presence • Fast learning on tools • Respect for the client Apply now. Zoom interview. \n\nWork from homeFull timeWork at officeRemote work
- ...want a job with no conversations, it will not. Daily work • Speak with people who asked for information • Map needs to available protection options • Run a simple enrollment flow • Build and service a client list Provided • Pre-qualified warm leads •...Work from homeFull timeRemote workFlexible hours
- ...Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of... ...based advancement • Full training • Current tech stack • Work from home Traits that work here Driven. Trainable. Dependable. Comfortable...Work from homeFull timeRemote work
- ...opportunity, we provide the training and support needed to help you succeed — no prior experience... ...What You’ll Do: Meet virtually with clients Help individuals and families... ...mindset and positive attitude Ability to work independently Willingness to obtain insurance...Work from homeFull timeRemote workFlexible hours
- ...AO Garcia Agency is seeking a client-facing, fully remote role in the financial services space. You will be paired with a growing... ...who asked for guidance. This position offers the chance to work from home with a schedule you can build around real life while delivering...Work from homeRemote work
- ...Work From Home. Control Your Time. Build Your Income. What if you could build a career without sitting in an office every day? We’re... ...wage No Insurance Experience? That’s Okay. You do not need to be a licensed insurance agent to apply. Our process can...Work from homeHourly payFull timeWork at officeRemote workFlexible hours
$60k - $75k
...Harris & Harris seeks a Client Success Coordinator to join our Client Success team and serve as a professional liaison between clients and the firm. The role is on-site with clients but can work from home within the United States, supporting 60k–75k USD annually and standard...Work from homeRemote work- ...a flexible schedule and opportunities for growth. You’ll work from home, participate in Zoom interviews, and be paid weekly while... ...Typical duties include conducting virtual consultations with clients, assessing needs, educating on solutions, maintaining client relationships...Work from homeWeekly payRemote workFlexible hours
- ...Home-based client role for people who want a flexible schedule and a scoreboard. You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic. Why people stay 1. Control of the calendar. Full-time...Work from homeFull timePart timeFlexible hours
- ...career role that supports growth, training, and work-life balance. You will conduct virtual consultations with clients, assess needs, and educate prospects on suitable financial... ...industry-leading tools and technology, and the ability to work from home with #J-18808-LjbffrWork from homeWeekly payRemote workFlexible hours
- ...putting in full effort but still earning the same paycheck every week… that's a problem.This opportunity removes the ceiling.You'll work with clients who have already expressed interest in receiving help. Your role is to guide them through their options and help them get set...Work from homeRemote work
- ...Garcia Agency is seeking a dedicated sales specialist to join our remote team in the United... ...conduct virtual consultations, assess client needs, and present tailored financial... ...relationships. The role offers a flexible, work-from-home schedule, weekly pay, and access to...Work from homeWeekly payRemote workFlexible hours
- ...rethink things. This opportunity is for individuals who want to take ownership of their income and growth. You'll be working with clients who have already shown interest—your job is to guide, educate, and help them move forward. What Sets This Apart No...Work from homeHourly payRemote work
$62.5k - $75k
...productivity, and scalability—allowing clients to focus on what matters most.... ...with the ability to work remotely to drive revenue through... ...to uncover evolving client needs • Present additional service... ...incentives • Fully remote, work-from-home flexibility • Benefits...Work from homeFull timeRemote work- ...Job Description Work From Home. Control Your Time. Build Your Income. \n \n What if you could build a career without sitting in an... ...\n No Insurance Experience? That’s Okay. \n You do not need to be a licensed insurance agent to apply. \n Our process can...Work from homeRemote jobHourly payWork at officeFlexible hours
- ...Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. Included • Web-conference meetings from home • Full-time or part-time options • No cold calling • Written training plus live coaching • Advancement...Work from homeFull timePart timeRemote work
- ...is seeking a motivated professional to join a flexible, work-from-home role focused on helping families secure their financial well... ...guidance. The position emphasizes building trust with clients, assessing needs, and providing educational solutions, with weekly pay and...Work from homeWeekly payRemote workFlexible hours
$80k - $100k
...With hands-on training, inbound client leads, and structured... ...grow a long-term career from home. Your Day-to-Day - Meet with... ...virtually over Zoom to discuss their needs - Build strong, long-term... ...skills - Must be authorized to work in the U.S. - A service-...Work from homeHourly payWeekly payFull timeFor contractorsRemote workFlexible hours$70k - $90k
...We’re Hiring: Client Service Specialist | Ramsey, NJ (Onsite) Regency Wealth Management is growing, and... ...service. In this role, you’ll work closely with our advisors and clients while... ...time, plus the ability to work from home periodically. Location: Ramsey, NJ...Work from homeFull time$80k - $100k
...service-focused, people-first role. Backed by full training, inbound client interest, and a dedicated mentorship program, you can build a... ...Fit If You Have - Organized, self-motivated, and comfortable working independently - Strong communication and people skills - A...Work from homeHourly payWeekly payFull timeFor contractorsImmediate startRemote workFlexible hours- ...options. Flexible hours. Mentorship. Clear expectations. Offer 1. Purpose with a process - not vague "help people." 2. Work from home. 3. A growth path if the numbers and the attitude are there. 4. Coaching instead of sink-or-swim. 5. Honest conversations...Work from homeRemote workFlexible hours
- ...seeking a motivated and client-focused Remote Travel Experience Specialist to join our team. In this... ...ideal candidate enjoys working with people, has strong... ...updates, and changes as needed. Maintain organized client... ...Fully remote, work-from-home position. Flexible...Work from homePart timeRemote workFlexible hours
- ...problem. This opportunity removes the ceiling. You'll work with clients who have already expressed interest in receiving help. Your role... ...Switch No income cap No cold calling Work from home Paid based on results, not hours What is Provided...Work from homeRemote work
$60k - $70k
...a Chicago-based handyman & home improvement company serving... ...accuracy. We're hiring a Client & Sales Specialist to handle the front end of the... ...up until they close. You'll work closely with the GM early on... ...Person Assessments & Events as Needed Flexible work from home...Work from homeRemote workFlexible hours$80k - $100k
...driven environment. Complete training, inbound client interest, and ongoing mentorship make it... ...virtually using Zoom What You'll Need - A genuine interest in helping others and... ...and supporting a mission-driven company - Work authorization in the United States -...Work from homeHourly payWeekly payFull timeFor contractorsRemote workFlexible hours- ...Behavioral Health is seeking a Client Benefit Specialist that can work remote within North Dakota. In this... ...healthcare coverage and public benefits they need, often during some of life's most... ...This position may work from home anywhere in North Dakota with the ability...Work from homeRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Needs Specialist - Work From Home. Be the first to apply!
- client service officer Remote
- service agent Remote
- client support specialist Remote
- customer service associate Remote
- spanish customer service representative Remote
- senior service representative Remote
- customer solutions specialist Remote
- inbound customer service representatives Remote
- patient customer service representative Remote
- senior customer service representative Remote



