Client Onboarding Specialist - Remote

AO Garcia Agency

Oregon

Ibrido

USD 40.000 - 70.000

Tempo pieno

5 giorni fa
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Vantaggi offerti da questo lavoro

Remote work
Structured process
Coaching from experienced staff
Path into leadership

Descrizione del lavoro

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will engage with clients who requested help on financial-protection options, using a proven process rather than cold outreach. This is a remote role with Zoom interviews and a structured workflow.

You will be coached and measured on activity and results, with support from people who have done the work. If you are competitive, coachable, and comfortable on camera, this position offers a path into leadership for

Competenze

  • Competitive, coachable, and comfortable on camera.

Mansioni

  • Take requested conversations — no cold lists.
  • Explain benefit options simply.
  • Help clients enroll when it is a fit.
  • Keep a clean follow-up rhythm.

Conoscenze

Comfortable on camera
Competitive
Coachable
Remote work mindset

Descrizione del lavoro

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work
  • Take requested conversations — no cold lists
  • Explain benefit options simply
  • Help clients enroll when it is a fit
  • Keep a clean follow-up rhythm
You get
  • Remote work
  • A written process so you are not inventing the job
  • Coaching from people who have done the work
  • A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.

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