Remote Client Account Specialist

AO - Anebo (A-Team) Agency is hiring a fully remote Client Account Specialist for its financial services team. The role involves presenting to clients online, enrolling and supporting clients who have requested guidance, and building an ongoing client portfolio with training and mentorship.

What you'll do:

• You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance
• 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

What they're looking for:

• 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:

• Fully remote work
• Home office
• Web presentations
• Tools and mentorship
• 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