Fully Remote - Client Onboarding Specialist

AO Garcia Agency; United States; Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Remote work

A written process so you are notinvent

Coaching from people who have done the

A path into Leadership?

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career focused on warm leads. You will engage with people who have already requested information on financial-protection options and will be trained, coached, and measured on activity and outcomes.

In this role, you take requested conversations, explain benefit options clearly, help clients enroll when it is a fit, and maintain a disciplined follow-up rhythm.

Qualifications

• Motivated individuals seeking a remote career with upside.
• Experience communicating with clients about financial-protection options is a plus.
• Strong focus on activity, results, and consistent follow-up.

Responsibilities

• Take requested conversations with warm leads (no cold lists).
• Explain benefit options clearly and simply.
• Help clients enroll when it fits their needs.
• Maintain a clean follow-up rhythm with prospects.

Skills

Competitive mindset

Coachability

Comfortable on camera

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?

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.