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Virtual Client Services Associate

Job in Tulsa, Tulsa County, Oklahoma, 74145, USA
Listing for: AO Garcia Agency
Full Time position
Listed on 2026-10-11
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Management, Customer Success Management
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
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
  • 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 - 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"

    Consider building your career as a Virtual Client Services Associate at AO Garcia Agency.

    We are looking to fill the Virtual Client Services Associate position at AO Garcia Agency in Tulsa, OK, United States.

    The Virtual Client Services Associate role at AO Garcia Agency is now open for applications in Tulsa, OK, United States.

    Position Requirements
    10+ Years work experience
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