Client Onboarding Specialist - Remote

AO Garcia Agency; United States; Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from experienced teammates

Leadership path for high performers

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will work with warm leads who have requested financial-protection help, and you will be trained, coached, and measured on activity and results.

The role involves taking requested conversations, explaining benefit options simply, helping clients enroll when it fits, and keeping a clean follow-up rhythm. Interviews are on Zoom and there is a path into leadership for high performers.

Qualifications

• You should apply if you are competitive, coachable, and comfortable on camera.
• Skip this if you need constant supervision or hate talking to clients.

Responsibilities

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

Job description

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.