Fully Remote - Client Onboarding Specialist

AO Garcia Agency; Oregon; Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Remote work

Written process to follow

Coaching from experienced staff

Leadership path for high performers

Job summary

AO Garcia Agency is seeking motivated individuals for a remote sales-oriented role with upside. This position handles warm leads from people who have requested financial-protection options and is coached and measured on activity and results.

You will take requested conversations, explain benefits simply, help clients enroll when it is a fit, and maintain a clean follow-up rhythm. Interviews are conducted on Zoom.

Qualifications

• Competitive
• Coachable
• Comfortable on camera

Responsibilities

• Take requested conversations with warm leads.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Maintain 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.