Client Onboarding Coordinator - Remote

Aogarciaagency; Lafayette (LA); Remote; USD 50,000 - 70,000; Full time

Job summary

Aogarciaagency is seeking a remote financial-services professional to engage warm leads with structured days and coaching as you ramp.

Work from anywhere, no office required, with a focus on on-time follow-up, clean video presence, and fast learning of tools to serve clients and protect their income and future.

We provide training before performance expectations, and a path to leadership for top performers.

Qualifications

• Ability to follow up promptly with warm leads.
• Maintain a professional video presence during calls.
• Willingness to learn and adapt to new tools quickly.
• Demonstrate respect and integrity when engaging clients.

Responsibilities

• Engage warm leads in a remote financial-services workflow.
• Follow structured daily routines and coaching sessions while ramping.
• Maintain timely follow-ups and high-quality client interactions.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for client

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

• 1. The work has a point — families protecting income and future.
• 2. Home base. No office required.
• 3. You are trained before you are expected to perform.
• 4. Your pipeline is warm leads.
• 5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client