Client Onboarding Coordinator - Remote

AO Garcia Agency; Havre (MT); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Purpose with a process

Work from home

Growth path

Coaching

Honest conversations

Job summary

AO Garcia Agency is seeking team members for a remote position focused on helping families understand and set up protection options. The role offers flexible hours, mentorship, and clear expectations within a supportive environment.

As part of the team, you will work from home, engage in honest conversations, and pursue a growth path based on numbers and attitude. Strong communication, self-management, and team habits are essential to succeed.

Qualifications

• Strong communication skills are essential.
• Self-management and accountability are required.
• Ability to work well in a collaborative, remote environment.

Responsibilities

• Help families understand and set up protection options.
• Collaborate with remote team to ensure accurate guidance.

Skills

Communication

Self-management

Team habits

Integrity

Job description

Remote seat on a team that helps families understand and set up protection options.

Flexible hours. Mentorship. Clear expectations.

Offer

• 1. Purpose with a process — not vague “help people.”
• 2. Work from home.
• 3. A growth path if the numbers and the attitude are there.
• 4. Coaching instead of sink-or-swim.
• 5. Honest conversations only. No pressure theater.

Bring

• Communication skill
• Self-management
• Team habits
• A spine — integrity is not optional