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Remote Client Intake Specialist
Remote / Online - Candidates ideally in
Helena, Lewis and Clark County, Montana, 59604, USA
Listed on 2026-10-12
Helena, Lewis and Clark County, Montana, 59604, USA
Listing for:
AO Garcia Agency
Remote/Work from Home
position Listed on 2026-10-12
Job specializations:
-
Sales
Remote Sales, Customer Success Management
Job Description & How to Apply Below
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- 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"
We have an opening for a Remote Client Intake Specialist in Helena, MT, United States within Human Resources, Sales.
Join us at AO Garcia Agency as our next Remote Client Intake Specialist in Helena, MT, United States.
We are currently recruiting a Remote Client Intake Specialist for our team in Helena, MT, United States.
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