Client Onboarding Coordinator - Remote

AO Garcia Agency; Warner Robins (GA); Remote; USD 52,000 - 90,000; Full time

Job summary

AO Garcia Agency is looking for a client-facing, fully remote professional in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, and given tools and mentorship.

You’ll deliver web presentations, train clients, and build relationships with families, while enjoying a schedule you can build around real life and ongoing leadership involvement.

Qualifications

• Clear and human communication
• Self-discipline with no supervisor in the hallway
• Willingness to follow a proven process
• Interest in benefits conversations, not only sales energy

Responsibilities

• Enroll and support clients who asked for guidance
• Work with a growing team and mentors
• Deliver Web presentations to clients
• Help families with benefit-related questions and guidance

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversation interest

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"