Client Onboarding Coordinator - Remote

AO Garcia Agency; Oregon; Ibrido; USD 42.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Descrizione del lavoro

AO Garcia Agency offers a remote financial-services position designed around warm leads and a proven training system. You’ll work with guided onboarding and ongoing mentorship to build a sustainable client base.

Daily work includes speaking with information-seeking prospects, mapping needs for protection options, running enrollment flows, and building a serviced client list. The role rewards competitiveness and coachability, with flexibility in hours.

Competenze

• Self-starter who likes helping families and can handle a performance environment.
• Willing to be coached and responsive to feedback.

Mansioni

• Speak with people who asked for information.
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Conoscenze

Self-starter

Willing to be coached

Descrizione del lavoro

This is a remote financial-services seat built around warm leads and a training system. If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.

Next step is a short Zoom overview.