Client Onboarding Coordinator - Remote

AO Garcia Agency; Morristown (VT); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads from anywhere in the United States. The role offers structured days, built-in coaching during ramp-up, and no office is required.

You will be trained before you are expected to perform and your pipeline is comprised of warm leads. High performers have a leadership track as you help families protect income and future prospects.

Qualifications

• Remote financial-services role with structured days and warm-lead conversations.
• You are trained before you are expected to perform.
• Your pipeline consists of warm leads and you will ramp with coaching.

Responsibilities

• Conduct warm lead conversations remotely.
• Follow up promptly with leads.
• Maintain professional video presence during interactions.
• Learn and apply tools quickly to support clients.

Skills

Warm leads handling

Coaching

Remote communication

Fast learner

Video presence

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