Client Onboarding Coordinator - Remote

AO Garcia Agency; College Park (MD); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Mentorship program

Flexible schedule

Fully remote work

Job summary

AO Garcia Agency is seeking a client-focused professional to support families through a fully remote role in financial services. You will enroll clients seeking guidance, deliver clear information, and work with a supportive team that provides mentorship and tools to succeed.

Expect a flexible schedule and opportunities to build lasting client relationships as part of a purpose-driven portfolio, not just one-off calls. Training will be provided, and leadership remains engaged to help you grow.

Qualifications

• Clear, human communication style.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales.

Responsibilities

• Enroll and support clients seeking guidance.
• Engage with clients remotely to deliver value.
• Collaborate with a growing team and mentors.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Client-facing

Job description

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

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. 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”