Client Onboarding Coordinator - Remote

Aogarciaagency; Chesapeake (VA); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced colleagues

Leadership path for high performers

Job summary

Aogarciaagency is seeking motivated people for a remote career with upside. You’ll talk with warm leads who already requested help with financial-protection options. You are trained, coached, and measured on activity and results.

The work includes taking conversations, explaining benefit options clearly, and helping clients enroll when it is a fit. You will keep a clean follow-up rhythm, be coached by experienced peers, and have a path into leadership if you perform. Interviews are on Zoom.

Qualifications

• Willingness to engage with clients and discuss financial-protection options.
• Comfortable on camera and on Zoom interviews.
• Competitive and coachable with a results-driven mindset.

Responsibilities

• Take conversations from warm leads, not cold lists.
• Explain benefit options clearly to clients.
• Help clients enroll when its a fit.
• Maintain a consistent follow-up rhythm with prospects.

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.